Kelleher + Holland, LLC Q1 2025 Newsletter
As we kick off the new year, we’re excited to share updates, insights, and resources designed to keep you informed. From key legal developments to firm milestones and upcoming events, our newsletters will highlight what’s happening at Kelleher + Holland, LLC and how we continue to serve our clients with innovative solutions.
Join Us in Congratulating Our Newest Equity Member, Monica J. Gurgiolo
Monica, our Estate Planning + Estate and Trust Administration Co-Chair, is an accomplished attorney and CPA with 30+ years of estate planning, trusts and taxation experience. Monica’s knowledge of tax and planning techniques using various types of Trusts, Wills, and Advance Directives, such as Powers of Attorney, Living Wills, and HIPAA Authorizations, allows her to counsel clients in planning for their death and disability to ease stress for themselves and their families.
Click Here to Learn More About Monica!
Kelleher + Holland, LLC Continues to Grow
Meet our new attorneys: David M. Mundt, Denise M. Tyler, and Makedonka Baloski.
David M. Mundt
David brings an impressive 25+ years of experience in intellectual property, patent and trademark cases to Kelleher + Holland, LLC. His unique skill set will be a tremendous asset to our clients and our team.
Click Here to learn more about David!
Denise M. Tyler
Denise is the newest attorney to join our Naples, FL office. She focuses on real estate law, handling both residential and commercial real estate transactions, title insurance, business organization and transactions, and leasing.
Click Here to learn more about Denise!
Makedonka Baloski
Makedonka “Miki” Baloski is a highly accomplished attorney with extensive experience across a wide range of legal disciplines, including estate planning, probate and trust administration, Medicaid planning, real estate transactions, and contested guardianships.
Click Here to learn more about Miki!
View Our Latest Blogs
Stay up to date on the latest blogs written by our award-winning attorneys.
KH: Your Legal Bridge Across State Lines
Is it time to head south and leave the winter chill behind? It’s not just about better weather—it’s also about tax and legal benefits. Whether you’re relocating full-time or splitting your time between Illinois and a sunnier destination like Florida, Arizona, Texas, Tennessee, or other southern states, Kelleher + Holland, LLC is here to ensure your tax and legal matters are handled seamlessly.
Read More About KH’s National Capabilities
Avoid the Rising Tide of Employment Lawsuits in 2025
In 2023, employment litigation cases rose by 30% compared to the prior year. Employment litigation is a real threat, but it does not have to be your business’s downfall. With the right strategies and guidance, you can protect your company and focus on what you do best: growing your business.
Read More About Avoiding Employment Lawsuits
The SLAT Advantage: Protecting Your Wealth from Estate Taxes Without Surrendering Your Assets
When it comes to estate planning, employing a diverse array of irrevocable trusts has emerged as an indispensable strategy for individuals aiming to preserve and allocate their assets effectively. Among these trusts, the Spousal Lifetime Access Trust (SLAT) has surged in popularity.
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WEBINAR: New Year, New Laws
As we ring in 2025, big changes are coming for Illinois employers navigating the new labor and employment laws. Start the year off right and watch as we break down the key updates that could impact your workplace in the months ahead.
Estate Tax Flood Cometh
The clock is ticking on current estate tax exemptions, with a dramatic reduction set for the end of 2025. Waiting for legislative changes is a risky gamble that could leave your family vulnerable to steep tax rates. Learn how proactive strategies like Spousal Lifetime Access Trusts (SLATs) and advanced gifting can protect your wealth and secure your family’s future. Don’t wait for the tax floodwaters to rise—watch now to start building your financial ark with Kelleher + Holland, LLC.
Estate + Trust Administration in :60
Laura Dzielski, Estate Planning Attorney, highlights the services provided by the Estate + Trust Administration Group.