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Veronica Olguin, CTFA, CSEP

Phone: 312.670.7444

Fax: 312.670.8301

Email: volguin@orba.com

Experienced

Veronica is a member of ORBA’s Tax Department. She has more than 14 years of experience in estate, gift and trust tax matters. She assists clients with sophisticated wealth transfer techniques to minimize estate and gift taxes. She has extensive experience managing all aspects of estate, trust and gift tax engagements, including compliance, consulting and planning services.

Proactive

Throughout her career, Veronica has worked with high net worth individuals and their estate planning team to assist with wealth transfer preservation techniques, up to, and including, the estate distribution and settlement process. She understands her clients’ challenges and goals to not only ensure the delivery of high-quality solutions and recommendations, but to also establish rapport and maintain strong client relationships.

Explorer

Outside of the office, Veronica spends time with her family enjoying a variety of activities. She loves traveling and exploring new places.

Civic Activities

Board Member, Muddy Waters Foundation

Presentations

  • Income and Estate Tax Planning, UBS, Chicago, IL, April 26, 2017

Seminars & Events

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