Veronica Olguin, CTFA, CSEP
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.
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.
Outside of the office, Veronica spends time with her family enjoying a variety of activities. She loves traveling and exploring new places.
Seminars & Events
- Becoming Your Parents' Parent, Chicago, IL, February 15, 2017