We get to know our clients and their business objectives, and we dedicate ourselves to providing them with the highest level of service on every matter.

– Tony Taglia, Managing Partner

Helping you Protect and Grow your Wealth

Tax laws and estate planning techniques keep changing. Your Golan Christie Taglia attorneys have years of experience monitoring those changes and analyzing the tax implications of any transaction, estate plan or business relationship.

Drawing on the deep tax and accounting expertise available in our firm—many of our attorneys are also CPAs—we can help you determine which solutions are best for you. Options include:

  • Annuities
  • Family general and limited partnerships and limited liability companies
  • Generation-skipping transfer tax planning techniques
  • Gift and charitable giving programs
  • Irrevocable and revocable trusts
  • Retirement funding
  • Trust administration

Taxation

Taxation affects the structure and context of nearly all business transactions. Your Golan Christie Taglia attorneys can represent you and your business in tax matters that include:

  • Addressing and identifying relevant tax issues
  • Structuring transactions to minimize taxes and avoid problems
  • Preparing and negotiating documents consistent with tax planning goals

We represent clients in federal, state and local tax controversies both in court and administrative proceedings.

Not-for-Profit Organizations

We also represent not-for-profit entities, both public and private, on issues such as:

  • State corporate governance regulation
  • Tax policy
  • Trust law

PROTECTING INTERESTS WHILE BALANCING EMOTIONAL CHALLENGES

Golan Christie Taglia attorneys have significant experience in administering minor and disabled adult guardianships, probate estates and trusts. While the goal is for smooth and orderly administration, disputes often arise. Utilizing knowledge gained in preparation and administration of guardianships, estates and trusts, Golan Christie Taglia attorneys can protect your interests while at the same time recognizing and balancing the emotional toll that is often associated with these types of disputes.

Our attorneys will get to know you and understand your specific situation and needs, then stay at your side to help you in the following areas:

GUARDIANSHIPS

  • Opening and closing the guardianship, both for minors and disabled adults
  • Representation of the guardian of the estate, the guardian of the person or the guardian ad litem
  • Preparation and presentation of accountings and inventories
  • Reimbursement of expenses
  • Powers of Attorney
  • Working with banks to manage and distribute assets
  • Identification and adjudication of adult disability

PROBATE ESTATES

  • Opening and closing the estate
  • Administration and distribution of assets pursuant to the Illinois Probate Act and/or the terms of the will
  • Preparation and presentation of accountings
  • Appointment and removal of administrators or executors
  • Adjudication and resolution of claims made against the estate
  • Identification, discovery and recovery of assets belonging to the estate
  • Adjudication of claims for undue influence, lack of testamentary capacity or breach of fiduciary duty
  • Will construction, revocation and reformation
  • Adjudication and resolution of disputes between or among beneficiaries

TRUSTS

  • Administration and distribution of assets pursuant to the trust
  • Identification, discovery and recovery of assets belonging to the trust
  • Preparation of inventories
  • Trust construction, revocation and reformation
  • Adjudication of claims for undue influence, lack of testamentary capacity or breach of fiduciary duty
  • Adjudication and resolution of disputes among beneficiaries

Estate Planning & Taxation Team

JONATHAN D. MORTON
Group Chair
MARITESS T. BOTT
LEYNEE CRUZ FLORES
STEPHEN L. GOLAN
JOY A. MKRDICHIAN
KATHERINE M. OSWALD
JEFFREY C. RAMBACH
BARRY P. SIEGAL
ANTHONY R. TAGLIA
BARBARA L. YONG

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