Her disciplined approach to advising clients stems from a deep understanding of each of their unique objectives and motivations. Heather's blend of technical tax law experience, estate planning knowledge, and interpersonal skills allows her to navigate complex family dynamics and challenging situations with ease. Clients value her personable yet professional demeanor, coupled with her diligence, responsiveness, and creativity as a lawyer and confidante.
With deep experience serving as counsel for billion-dollar family offices, Heather excels in creating sophisticated commercial structures and long- and short-term commercial strategies. She handles trust decanting and private family trust company considerations, as well as advocates client positions in Internal Revenue Service (IRS) and state audits. Her abilities extend to establishing entity ownership structures and implementing generational wealth transfer techniques.
Heather's background as an audit and tax manager for closely held businesses enhances her ability to understand client enterprises and collaborate effectively with their accountants. This unique perspective results in comprehensive advice on business succession planning, including buy-sell agreements and cross-purchase trusts. Additionally, Heather guides clients involved in charitable giving and foundation management through ensuring their philanthropic goals are met efficiently.
Professional and Community Involvement
Member, American Bar Association
Member, Arizona State Bar Association
Member, Illinois State Bar Association
Member, Chicago Bar Associations
Member, Association of Illinois Certified Public Accountants
Member, American Institute of Certified Public Accountants
Board member, DePaul University Athletics Advisory Board
