The Wochner Law Firm LLC is uniquely qualified to be your partner for estate and business planning. Our hospice trained attorneys have been serving individuals, families and businesses for over forty years with one principal in mind: to provide accurate legal advice that protects client assets. Our estate and business plans are built on a foundation of asset protection and tax avoidance. Our practice tailors estate and business plans to your needs and legacy goals.
Our attorneys have been at the forefront of the estate and business planning practice both nationally and locally. Jim Wochner is a founding member of a national estate planning association. Jim Wochner and John Heggie are members of the Illinois State Bar Association’s Estate and Trust Section. Mimi Turney has counseled countless individuals, families, and businesses in transactions where complex estate and corporate interests intersect. Corinne Heggie’s years of representing financial services companies makes her well-positioned to partner with clients’ insurers, financial advisors and accountants to ensure estate and business plans protect assets.
Not only do our lawyers enjoy national and local reputations, our lawyers are known in the community, including as hospice volunteers. With this specialized training, our lawyers are effective partners and advocates for individuals who either face or are on the brink of medical transition or crisis.
The firm provides a one-hour initial free consultation with an attorney who will review an estate planning questionnaire, discuss goals, and provide a recommended plan and fee. Our clients sign engagement letters to confirm the attorney-client relationship and foster communication and transparency. By investing the time in the client to understand the client’s particular situation and to educate the client about planning options, the firm truly becomes your partner.
As our partner, clients will have an active role in the process by participating in decision making and sharing information about real estate, business interests, insurance, bank and investment accounts, and retirement accounts. After estate planning documents are signed, the firm works hard to instruct clients on funding their trusts. The firm’s instruction enables the client to take the necessary steps to title assets into trust. Remember, a functioning trust is a trust that is funded!
We recommend that clients keep the firm apprised of events that may impact their assets such as an inheritance, business acquisition, home purchase, birth of a child, or death of a spouse or child. Often, changes to state and federal laws will impact estate plans that incorporate tax planning or are drafted with specific tax avoidance goals. Regardless, change provides an opportunity for our attorneys to review your estate or business plan and discuss recommendations, if any, to enhance it.
We value our clients and look forward to serving you, your family and your business.
James J. Wochner is the founder of The Wochner Law Firm in Northbrook, Illinois. He graduated from St. Louis University, St. Louis, Missouri, earning a degree in Economics. While in college, he participated in intercollegiate varsity basketball and baseball.
Mr. Wochner received his Juris Doctor degree from St. Louis University after attending night law school. By day he taught mathematics and history and coached athletics in a high school in St. Louis, Missouri. He is presently a member of the Illinois State Bar Association and its section on Trusts and Estates. He is admitted to practice before all the courts in the State of Illinois. He has been in private practice since 1973 concentrating in personal estate and business planning.
James Wochner is well known as an estate and asset protection planner. He is recognized for his ability to reduce complex legal principles into understandable concepts. After graduation from law school, Mr. Wochner served as a trust counsel for the Trust Department of the First National Bank of Chicago where he gained invaluable experience in the drafting and implementation of estate planning documents. Since that time he and his staff (all of whom have over 30 hours of Hospice volunteer training) have drafted and implemented thousands of estate planning documents for their clients, including trusts, wills, family partnerships, charitable trusts and other complementary documents.
He is a founding member and past president of the American Association of Trust, Estate and Elder Law Attorneys (AATEELA), a national professional organization organized to enhance and further the quality of trust, estate and elder law legal services. He is also presently on the Board of Directors of AATEELA.
He has served on the boards of several charitable and community service organizations including serving as Chairman of the Board of Directors of Medical, Eye and Dental International Care Organization (M.E.D.I.C.O.)based in Georgetown, Texas (medico.org). Mr. Wochner is a trained Hospice Volunteer.