Providing Peace Of Mind
Biography
Andrew J. Kelleher, Jr., co-founder of Kelleher + Holland, LLC, had a vision of legal services deeply rooted in high-level client services from the very inception of his career. He believes that nothing replaces old-fashioned hard work. That hard work has been focused on putting the client’s best interests first for 25 years.
Andy concentrates his practice in trust and estate law, business law, tax law, and asset protection planning for high-net-worth business owners, executives, and individuals. He enjoys the never-ending challenges of solving complex estate and tax planning puzzles for his clients. Being both an attorney and a CPA, he has earned the respect and trust of both clients and peers alike by never prescribing advice that he wouldn’t take himself.
Andy is proud of the top-notch talent the firm has attracted, and the high standards of excellent services they have set keep clients coming back. He continues to lead by example by volunteering time to his alma mater and church groups.
Video Highlights
Education
- The John Marshall Law School, Chicago, Illinois
- J.D., LL.M (Taxation with Honors) | 1995
- DePaul University, Chicago, Illinois Chicago, Illinois
- B.S. | 1990
- Major: Accountancy
Professional Associations
- American Bar Association | Member
- Illinois State Bar Association | Member
- Lake County Bar Association | Member
- Midwest Business Broker and Intermediaries (MBBI) | Member
- Association for Corporate Growth | Member
- Northern Illinois Curated Connections | Member
- Chicago Business Connectors | Member
- Wealth Counsel | Member
- ProVisors West Loop 1 | Member
- Worldwide Who’s Who | Member
- Illinois Farm Bureau | Member
Certifications
- Real Estate Broker | 2023
- Certified Public Accountant | 1993
Awards
- Lawyers of Distinction | 2023 – present
- Illinois Leading Lawyers | 2020 – present
- Illinois Super Lawyers Honoree | 2020-2025
- Avvo Client’s Choice Award | 2014
Practice Areas
- Estate Planning
- Tax + Asset Protection
- Estate + Trust Administration
- Corporate Law
- Commercial Real Estate
- Employment Law
Bar Admissions
- Arizona
- Florida
- Illinois
- Kentucky
- Texas
- Wyoming
- Wisconsin
- U.S. District Court
- U.S. Tax Court
Webinars + Podcasts
- “When a Beneficiary Income Accumulation Trust (BIAT ®) is Superior to a Discretionary or Ascertainable Standard Trust for Asset Protection” IICLE Advanced Asset Protection Webinar | 2024
- “Supercharge Your SLAT!” Webinar | 2024
- “The Benefits of Upstream Support Trust Planning” Club 1865 Webinar | 2024
- “The Power of Phantom Equity” Webinar | 2024
- “BIAT – Beneficiary Income Accumulation Trust Planning” Webinar | 2022
- “New Florida Law: Effects on SLATs” Webinar | 2022
- “2021 Estate + Tax Planning Opportunities” Webinar | 2021
- “Blue Wave Tax + Estate Planning Opportunities” Webinar | 2021
- “Timeliness of Estate Planning in 2021: Blue Wave Tax Planning Opportunities” Porte Brown Webinar | 2021
- “2020 Election: How It May Impact Your Estate + Income Tax Planning” Webinar | 2020
- “Timeliness of Estate Planning in Today’s World” Porte Brown Webinar | 2020
- “Estate Planning Opportunities – Take Advantage of the Present to Improve Your Future” Webinar | 2020
- “Paycheck Protection Program & Mortgage Forbearance” Oak Brook Chamber of Commerce Webinar | 2020
- “Paycheck Protection Program & Addressing Loan Forgiveness Questions” Porte Brown Webinar | 2020
- “PPP Loan Forgiveness and The Building Industry” Home Builders Association of Greater Chicago Webinar | 2020
- “Stress Testing Deals in Good Times, Bad Times and Now” MBBI Webinar | 2020
- “Recovering COVID-19 Business Expenses and Lost Profits” Webinar | 2020
- “Employment Law Updates to Protect You During the Pandemic and Beyond” Webinar | 2020
- “Paycheck Protection Program Update” Lake County Bar Association Webinar | 2020
- “Selling a Business, Buy/Sell Agreements and Life Insurance as Asset Protection” M&A Unplugged Podcast | 2020
Speaking Engagements
- “Upstream Planning and Optimizing Basis Increase” Lake County Estate Planning Council Seminar | 2024
Blogs + Published Works
- “Catch the Wave: SURFing to Estate and Capital Gains Tax Savings” Daily Herald | Sep 2024
- “New Rules, Big Savings: How the SECURE 2.0 Act Benefits Surviving Spouses Especially in Blended Family Situations” Wynstone Stroll | Sep 2024
- “Turn Low Basis Assets into High Returns with Upstream Support Trust Planning” Wynstone Stroll | Aug 2024
- “10 Common Mistakes That Can Ruin Your Personal Injury Claim” Wynstone Stroll | Jul 2024
- “The SLAT Advantage: Protecting Your Wealth from Estate Taxes Without Surrendering Your Assets” Wynstone Stroll | Jun 2024
- “Financial Security for All Stages: The Benefits of Special Needs and Medicaid Planning on Families” Wynstone Stroll | May 2024
- “Smart Money Moves: Totally Tax-Free Life Insurance Planning for Wealthy Families” Wynstone Stroll | Apr 2024
- “Navigating Love and Finance: Eight Reasons to Consider a Prenup” Wynstone Stroll | Mar 2024
- “Preparation is Key at Any Age for Peace of Mind” Quintessential Barrington | Jan 2021
Pro Bono Activities
- St. Anne’s Finance Committee | Member
- St. Viator Professional & Business Forum | Founder
- Barrington Area Community Foundation | Directors’ Advisory Council
- St. Vincent De Paul Society, St. Francis De Sales Parish Chapter | Past President
- St. Anne’s Guys Group | Founding Member + Supporter