James C. Provenza & Associates, PC is a distinguished estate planning and elder law firm serving the Chicagoland area with over 30 years of experience. The firm stands out due to its founder’s dual qualifications as both a certified public accountant (CPA) and an Illinois estate planning attorney, offering clients integrated legal and tax planning expertise.
The firm provides practical, efficient solutions tailored to protect clients’ assets and minimize tax burdens, with a focus on personalized service and transparent fee structures. It primarily serves individuals and families seeking to preserve their legacies, care for surviving spouses, provide for heirs, and engage in charitable giving, while avoiding representation for not-for-profit clients at this time.
Services Offered
- Estate Planning and Administration
- Wills
- Living Trusts
- Charitable Trusts
- Educational Trusts
- Grantor Retained Annuity Trusts (GRAT)
- Gift Planning
- Irrevocable Life Insurance Trusts
- Minor’s Trusts
- Power of Attorney
- Healthcare Directives
- Guardianship and Conservatorship
- Probate / Estate Administration
- Estate Litigation
- Elder Law
The firm serves clients throughout Cook, DuPage, Lake, and McHenry Counties, offering comprehensive guidance to navigate complex legal and tax regulations affecting estate and trust matters.
