Bellock & Coogan, Ltd.
1110 Jorie Blvd., Suite 210
Oak Brook, Illinois 60523
Phone: (630) 572-0900
Fax: (630) 572-0905

Estate Planning

At Bellock & Coogan, Ltd., we work closely with our clients to custom design a plan that addresses all of their specific needs.  There are no "boilerplate" or “cookie cutter” solutions, as each of our clients' needs are unique.  We work with high net worth individuals to create complex will and trust plans that may include private annuity trusts, charitable gift trusts, defective grantor trusts, and life insurance trusts.  We also assist individuals with simple wills, powers of attorney and living wills.  If you have a business to pass on, a family member with special needs, extensive real estate holdings, gift and estate tax concerns, or charitable intentions to fulfill, we will design a plan that achieves your goals, protects your assets, and provides for your loved ones.  In all cases, we discuss in great depth our clients' goals and visions for their estates, strategies to avoid excessive gift and estate taxes using various lifetime gifting techniques, and we draft documention to express our clients' wishes.  In addition, we will create a custom estate plan that is flexible, and that may evolve and may be changed as your life, your estate, and your family situation change.  Pre-nuptial agreements allow our clients to protect their assets for the benefit of themselves and their families in the unfortunate event of divorce or death of one or the other spouse.  As your family or business grows, you will have peace of mind knowing that you can come to us to adjust your plan accordingly so that your plan continues to meet your needs and goals.  We never view our relationships with our clients as "one-time" transactions.  We maintain long-term professional relationships with our clients so that they always feel comfortable coming to us--the attorneys familiar with their family, their business, and their financial situation--for sound advice and thorough planning.


The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.