Advising Clients on the Benefits of Using Corporate Fiduciaries in their Estate Plans
Robert Holland, Monica Gurgiolo, Eric Wilen, Elizabeth Romano, and Jamie Shimer
1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided
7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program
Bob Holland is a Founding Member of Kelleher + Holland, LLC and both an attorney and CPA with extensive experience in estate planning, trust administration, business succession and mergers and acquisitions. Licensed to practice in five states, he has clients around the country and has shared his insights through seminars, webinars, and published articles on estate and tax planning topics, and advises high-net-worth clients and their professional teams in developing effective, customized planning solutions
Monica Gurgiolo is an Equity Member and Estate Planning + Administration Co-Chair at Kelleher + Holland, LLC with 30 years’ experience as both an attorney and CPA. She draws on her years of experience in both planning and administration of estates and trusts when working with her clients to help them achieve clarity, confidence, and long-term security in their planning. Monica also frequently presents to professional audiences and mentors other practitioners, sharing her depth of knowledge and practical insights.
Eric Wilen is an of counsel attorney with the Naperville Law of Brooks, Tarulis & Tibble, LLC. Eric’s practice is focused on representing business owners and high net worth families in the areas of estate planning, business succession planning, wealth transfer planning and the administration of trusts and estates. Eric has substantial expertise in many areas of the tax law ranging from advising start-ups on choice of entity issues, income tax issues for family controlled and closely-held entities, assisting with compliance on estate, gift and fiduciary tax returns and representing taxpayers in controversies with the Internal Revenue Service and other tax authorities.
Eric obtained his Bachelor’s degree in Finance from the Michigan State University, Eli Broad College of Business. After undergraduate college, , Eric attended the Detroit College of Law (which is now known as Michigan State University College of Law) having received his J.D., cum laude. Eric pursued graduate legal studies at the New York University School of Law receiving an LL.M. in Taxation. Eric is licensed to practice in the State of Illinois and the State of Michigan. Eric has also been admitted to practice before the United States Tax Court and the United States District Court for the Northern District of Illinois. Eric is a member of the Illinois State Bar Association, Trusts and Estates Section, the DuPage County Bar Association, the Fox Valley Chapter of the Illinois CPA Society, and a member of the DuPage County Estate Planning Council serving on the board of directors since 2017.
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
