IHT Wealth Management – Strategic Partners

Professional Partners

We believe that proactive and open communication with your financial, tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives.

  • We are happy to work with your attorney, tax advisor or other professionals to coordinate your strategies. For your convenience, we can also provide you with referrals to the outside professionals we work with on a regular basis.
  • Our broad network of professional partners span multiple disciplines, including accounting, legal, mortgage, banking, property and casualty insurance, and more to help ensure you have access to the advice and guidance you require throughout the financial decision-making process.

 

 

In-house Solutions


John N. Bielski II, JD, CPA, MBA

Estate Planning Attorney

John Bielski began his career in 1997 with an eleven-attorney firm based in Wheaton, Illinois.  John’s time with that firm was invaluable because that experience allowed him to practice in many areas of the law, in various federal, state, and administrative courts.  John represented clients in matters related to corporate formation, business disputes, personal injury, workers compensation, municipal law, estate planning and family law.  Being with a firm with such a broad general practice allowed John to gain knowledge in many areas of the law, and allowed him to practice under seasoned attorneys with vast experience.

John joined a firm in Park Ridge, Illinois in 2000.  That firm concentrated in taxation, real estate, estate planning and general business law.  John eventually was named a partner in that firm.  John devoted a significant portion of his time preparing tax returns and engaging in tax planning with individuals, business, and fiduciaries.  John prepared hundreds of individual, corporate, fiduciary and not-for-profit tax returns per year.  John’s experience and knowledge of tax law allowed him to better serve his clients over the years because a number of litigation and transactional matters are related to, or are affected by, tax concerns.

Practicing with the attorneys in Park Ridge allowed John to further his knowledge of estate planning.  John worked with clients in preparing wills, trusts, power of attorney forms, life insurance trusts, charitable trusts, special needs trusts and other complicated estate planning documents.  John also began representing clients in probate proceedings, and litigation related to will contests and executor and fiduciary disputes.

John handled approximately one hundred real estate closing per year while in Park Ridge.  John further worked with clients in landlord-tenant disputes, working with land trusts and 1031 tax differed exchanges.  He also worked with business clients in mechanic’s lien disputes, contract and fraud litigation, construction litigation and commercial and businesses litigation.

John joined a firm in downtown Chicago in 2006 and continued to represent clients in business law, litigation, real estate and estate planning matters.  Shortly after joining the new firm John argued before the Illinois Supreme Court in the case of Krautsack v. Anderson, No. 101718 (12/21/06) on behalf of the Defendants.   As a result of that representation, the Supreme Court upheld the verdict in favor of the Defendants at trial and set the standards for businesses in the use of sanctions and attorney’s fees relating to the Illinois Consumer Fraud Act.

John continued to successfully represent clients in court and obtained favorable rulings in breach of contract claims, employment disputes, mechanic’s lien cases, real estate lawsuits, shareholder disputes, and other commercial litigation. John continued to expand on his estate planning practice, and continued to represent clients in probate proceedings.

The recent economic recession caused a number of loan defaults and problems with lenders.  As more clients began to experience problems with lenders, John represented a number of clients in defending against foreclosures, and litigation with lenders.  In many cases the survival of companies rested on the ability to defend against their foreclosures, or the ability to refinance existing debt.  John represented businesses and prevented manufacturing and real estate holding companies from going into foreclosure and receivership proceedings and protected the owners’ assets.  John assisted clients in refinancing debt and assisted business in reorganizing existing debt.  John also defended clients in foreclosure proceedings.

John continued to represent residential and commercial properties in all their legal needs.  These legal needs included closings, landlord/tenant disputes, lease drafting and negotiation, representing clients before administrative hearings for building code violations, title disputes, and real estate litigation.

Throughout his years as an attorney, John has been committed to giving back to the community through pro bono work.  John has sat on a number of boards and has provided legal advice to 501(c)(3) organizations.

After a number of years working as an associate and partner with other firms, John decided to form the Bielski Law Office in 2010.  Since opening Bielski Law Office, John has handled numerous estate plans, probate and guardianship cases, and real estate closings.  By the end of 2017, Bielski Law Office was handling almost 240 open probate and guardianship cases.  He has expanded the office to a Chicago and two suburban locations, and oversees cases in seventeen counties in Illinois.  He resides in the Western Suburbs of Chicago with his wife and son.

 

Bielski Law Office, Ltd. and IHT are separate entities.

Learn more about John N. Bielski II, JD, CPA, MBA

SJ Chapman, JD

Estate Planning Attorney

SJ Chapman graduated from Northwestern Law School with a distinction in public service in 2012.  She is licensed in Illinois and New York.  She practices principally in the areas of real estate, corporate law, trusts/estate planning and probate.  Her real estate clients range from first time home buyers to seasoned real estate investors.  SJ has worked with corporate clients  in a variety of industries such as education, fashion, not-for-profit and insurance, on matters including shareholder and partnership agreements, buy-out agreements, social media policies, independent contractor agreements, consulting agreements and leases.  Through estate planning, SJ helps individuals and families to protect themselves, their loved ones and their assets with tailored estate plans, including wills, trusts, powers of attorney, and other documents as may be necessary.  She has handled over 250 probate cases.

SJ is active in public service and volunteers with many organizations.  She travelled to Tanzania through Lawyers without Borders to train magistrates, prosecutors and immigration officers on human trafficking law and procedure.  She volunteers with Wills for Heroes to draft wills and powers of attorneys for first responders.  She volunteers with the New American Initiative to assist immigrants in obtaining citizenship.  She devotes time to many non-legal public service projects as well, especially projects that focus on the Rogers Park community of Chicago, where she lives.

SJ enjoys researching and writing, especially in the area of reproductive policy, reproductive rights, adoption policy, and artificial reproductive technology at the state, federal and international levels.  She is a speaker for Law Students for Reproductive Justice and the Women’s Business Development Center of Chicago.  She proudly serves on the auxiliary board of ChildServ, an organization that offers a wide range of services for children, from foster care to early childhood education throughout the Chicagoland area.

SJ sits on the board of the Northwestern Alumni Board of Chicago to help organize events and engagement among the Chicago alumni community.  Prior to joining Bielski Law Office, SJ  externed for Judge Ann Williams of the United States Court of Appeals for the Seventh Circuit, and Judge Timothy A. Barnes in the United States bankruptcy court, Northern District of Illinois.  In law school she worked under Professor Dorothy Roberts researching adoption ethics and assisting with her book Fatal Invention: How Science, Politics, and Big Business Re-create Race in the Twenty-first Century.

Prior to law school, SJ was executive assistant to the General Counsel of the International AIDS Vaccine Initiative in New York City.  During that time, she was also a Guardian ad Litem in landlord-tenant court for underrepresented tenants.

 

Bielski Law Office, Ltd. and IHT are separate entities.

Learn more about SJ Chapman, JD

Nancie Golnick Dorjath

Elder Law Attorney

If you are one of our clients, we thank you for trusting us to handle your legal needs.  We will continue to work diligently on your behalf.  If you are a prospective client, we look forward to having an opportunity to meet with you directly and explore how we may assist you and your family! Attorney Nancie Golnick Dorjath started the Dorjath Law Center to provide legal help to seniors, military veterans and all families in a dignified, honest and friendly manner.  Our clients are like extended members of our own family, and we are dedicated to providing the answers and help that you need. Whether your needs are; Long Term Care Planning, Nursing Home or Assisted/Supportive Living, Nursing Home Contract Review, Medicaid Crisis Planning, Medicaid Appeals, Revocable Trusts, Irrevocable Trusts, Wills, Living Wills, Powers of Attorney, Asset Protection Planning, Veterans Benefits Planning or Special Needs Planning, we are ready to offer compassionate guidance and legal advice. Your life story matters to us.  We will work with you to provide guidance and support specific to YOU and your FAMILY. Contact us today for a free 15 minute phone consultation.We’re ready to help! Dorjath Law Center and IHT Wealth Management are separate entities.  

Learn more about Nancie Golnick Dorjath

Roy Thomas

Insurance Agent

Roy has been involved in personal and casualty insurance for over 13 years.  First as a captive agent and then starting his own insurance brokerage in 2007.  The Roy Thomas Insurance Agency is a full service insurance brokerage.  Whether someone is looking for home & auto insurance or a commercial policy for their business, Roy is able to handle it.  As a broker, Roy has access to dozens of A rated insurance carriers.  This allows him to find the best policy and coverages that fit each specific individual or situation.   Roy feels it is his duty to comprehend a client’s needs, educate them on their insurance, and then provided the best options for them. Roy received his BA from Illinois Wesleyan University in 1994.  He lives in Chicago with his wife, 3 daughters, and 2 dogs.

Learn more about Roy Thomas

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