You’ve Earned It, Now Protect It

Have you taken the right steps to protect your wealth and ensure it reaches the people who matter most? Attorney and CPA Robert Holland of Kelleher + Holland, LLC will walk through essential planning documents every family should have in place, along with advanced techniques for reducing estate and gift taxes, shielding assets from creditors, and transferring wealth to future generations as efficiently as possible. Information on the speaker’s organization (if

Kelleher + Holland, LLC is a full-service law firm headquartered in North Barrington, Illinois, with additional offices in Crystal Lake, Waukegan, Spring Grove, and Hinsdale, IL, as well as Naples, Florida. With over 80 team members, and attorneys licensed across 19 states, the firm serves clients nationwide in estate planning, corporate law, mergers and acquisitions, tax and asset protection, commercial and residential real estate, litigation, personal injury, family law, elder law, and more. Recognized as a "Best Place to Work" and featured in numerous legal industry honors, the firm's guiding philosophy is: Comprehensive Capabilities + Tailored Solutions = Peace of Mind.

Robert (Bob) Holland is the co-founder of Kelleher + Holland, LLC. As both an attorney and a certified public accountant, Bob brings a distinctive blend of legal and financial knowledge to his practice, which concentrates on estate planning, estate and trust administration, tax and asset protection, corporate transactional work, business planning, and commercial real estate. He is admitted to the bar in California, Illinois, Missouri, Wisconsin, Wyoming, and Tennessee. Bob has been recognized as an Illinois Super Lawyers Honoree, an Illinois Leading Lawyer, and a Lawyer of Distinction, and regularly presents webinars and seminars on advanced estate planning techniques.

Host: Michael Morrison