MONICA J. GURGIOLO

ATTORNEY

Monica Gurgiolo is an accomplished attorney and CPA with more than two decades of estate planning, trusts and taxation experience. Monica’s knowledge of tax and planning techniques using Wills, Trusts, and Advance Directives, such as Powers of Attorney, Living Wills, and HIPAA Authorizations, allows her to counsel clients and ease stress on families when they need help the most. 


Prior to joining Kelleher + Holland, LLC, Monica worked with other firms and managed her own law practice, focusing on estate planning and administration, business creation and acquisitions, as well as other matters of business operations, such as succession planning, tax compliance issues, shareholder agreements, operating agreements and buy-sell agreements.

Monica is a member of several professional and estate planning organizations, including WealthCounsel, the Northwest Suburban Bar Association, and the Northwest Suburban Estate Planning Council, where she was Co-President in 2020 and continues to serve on the Board of Directors.  She is also involved in her community Chamber of Commerce and serves on the Planned Gifts Committee for the Northwest Community Hospital Foundation in Arlington Heights. 

SERVICES


Estate Planning Estate + Trust Administration




CERTIFICATIONS


Certified Public Accountant | 1990




BAR ADMISSIONS


Illinois | 1996




EDUCATION


Chicago-Kent College of Law | Chicago, Illinois
J.D., Accountancy with High Honors | 1996
Roosevelt University
BSBA | 1990
Major: Accountancy with Honors




PROFESSIONAL ASSOCIATIONS + MEMBERSHIPS


Northwest Suburban Estate Planning Council | Member Co-President, 2020 - 2021 Co-Vice President, 2018 - 2020 Board of Directors, 2015 - Present Northwest Suburban Bar Association | Member Estate Planning and Probate Committee Chair, 2015 - 2019 WealthCounsel | Member American Association of Attorney-Certified Public Accountants | Member DuPage County Estate Planning Council | Member Arlington Heights Chamber of Commerce | Member Illinois CPA Society-O’Hare Chapter | Member, 1991-1994




PRO BONO ACTIVITIES


Northwest Community Hospital Foundation, Planned Gifts Committee | Member




PUBLISHED WORKS


"Simple Will Updated May Not Be Enough", Almanac | Spring 2018





CONTACT MONICA GURGIOLO