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Teresa Nuccio

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Teresa Nuccio

Teresa has dedicated her career to working with individuals and families, creating estate plans that pave the way for smooth transitions throughout the life cycle and beyond. With the belief that the wealth of an individual is not defined by financial assets alone, she assists her clients with integrating their wisdom, values, philanthropy and life stories into their plans. Such an approach ensures that, along with financial wealth, their personal legacy is passed to future generations.

Unique in the world of attorneys, Teresa holds a Master of Social Work in addition to her Juris Doctorate, and she has been trained in the Time to Think program.  This means she is able to create an encouraging, understanding environment for her clients.  More than just offering legal opinions, Teresa actively listens and guides her clients through the process of arriving at their own decisions, for more satisfying conclusions.

She concentrates her practice on proactive, trust-based strategies which include:

  • Revocable Trusts
  • Third-Party and First-Party Special Needs Trusts
  • Irrevocable Gift Trusts
  • Irrevocable Asset Protection Trusts
  • Enhanced Powers of Attorney
  • Health Care Directives
  • Values-Based Planning

Ms. Nuccio serves a wide variety of clients of all ages including unmarried individuals, married couples, young families with minor children, non-traditional families and blended families. She is sensitive to the unique needs of parents who have minor or adult children with disabilities and works with families to ensure their children qualify or maintain eligibility for government benefits for which they may be eligible.  Similarly, she is attuned to the needs of elderly clients, being especially attentive to planning for incapacity and end-of-life issues.

In addition to estate planning, when transition occurs, Teresa is available to help successor trustees and executors navigate the process of estate and trust administration. When the need arises, she efficiently initiates and manages decedents’ and guardianship estates in the probate court.  Teresa also collaborates with personal injury attorneys to seek and gain approval of personal injury awards and settlements before the probate division.

Teresa is the co-author of two primers on estate planning:  Your Life, Your Legacy:  The Fundamentals of Effective Estate Planning and Your Life, Your Legacy II: Protecting Those You Love.  Both books are designed to help clients understand in simple, easy-to-read language the legal concepts underlying their plans.

Prior to joining Harrison & Held in 2014, Teresa was founder and principal of the Law Office of Teresa Nuccio, P.C. for over 20 years.

Education

  • Loyola University of Chicago, School of Law, J.D.
  • Loyola University of Chicago, School of Social Work, M.S.W.
  • Northeastern Illinois University, B.A. Psychology

Organizations

  • Illinois State Bar Association
  • National Academy of Elder Law Attorneys and Illinois NAELA
  • Women’s Bar Association of Illinois
  • WealthCounsel, LLC
  • Illinois Forum of Estate Planning Attorneys
  • Lurie Legacy Partners
  • Hadley Institute for the Blind and Visually Impaired, Philanthropy Advisory Council

Admissions

  • Illinois Supreme Court
  • U. S. District Court, Northern District of Illinois

Awards & Honors

  • Illinois Leading Lawyer (2016-2020)

Speeches & Publications

  • Co-author and presenter, “Illinois Trust Code: Artful Drafting Results in Efficient Administration” Illinois Institute of Continuing Legal Education (“IICLE”) Elder Law Short Course, October 29, 2020
  • Co-author, “Stretching IRAs and Retirement Plans Beyond the 10 Year Max,” Foresight Newsletter, Hadley Institute for the Blind and Visually Impaired, Fall, 2020
  • Co-presenter, “What Happens When the Plan You Prepared Takes an Unexpected Turn?”, Elder Law Masters Course, ElderCounsel, LLC August 26, 2016
  • Co-author and presenter, “The Bigger Bang Theory of Wealth Planning: Creating Client Joy and Principled Profits,” IICLE Estate Planning Short Course, May 2016
  • Author, “QCD= Win-Win,” Foresight Newsletter, Hadley Institute for the Blind and Visually Impaired, Fall, 2016
  • Co-presenter “How to Create More Meaningful Relationships with Clients, Bring More Significance into Their Plans and Your Life, Develop the Perfect-Balanced Estate Planning Practice,” sponsored by Hadley Institute for the Blind and Visually Impaired, June 17, 2015
  • Author, “Riches Worth More Than Money,” Foresight Newsletter, Hadley Institute for the Blind and Visually Impaired, Winter, 2015
  • Presenter, “Smart Strategies for DMMs to be Indispensable During Estate Administration,” American Association of Daily Money Managers (AADMM) Webinar, May, 2018
  • Presenter, “What to Put in Your Love Drawer,” AADMM Webinar, September, 2017
  • Co-Author, “Joint Trusts in a Separate Property State: Time for a Second Look?”, WealthCounsel Quarterly, April, 2013
  • Co-presenter, “Drafting Joint Trusts in Illinois,” WealthCounsel Illinois Forum of Estate Planning Attorneys, February, 2013
  • Co-presenter, “Planning with Annuities and Promissory Notes,” Illinois Chapter, National Academy of Elder Law Attorneys, June 2012
  • Presenter, “Proactive and Crisis Planning Strategies Under DRA in Illlinois,” Chicago Bar Association, May 2012
  • Author, “Proactive and Crisis Planning Strategies Under DRA and the SMART Act,” ISBA Trusts & Estates Newsletter, July, 2012
  • Co-presenter and co-author, “Illinois Medicaid Basics,” ElderCounsel, LLC Chicago Conference, July 2011
  • Co-Presenter, “Winning in the Second Half” Money Smart Week, Des Plaines Senior Center, April, 2012
  • Presenter, “Special Needs Planning,” Multiple Sclerosis Society Support Group Leaders Annual Conference, October, 2010
  • Author, “Integrating Legacy Planning Into Your Practice,” WealthCounsel Quarterly, April 2009
  • Presenter, “The ABCs of Long-Term Care,” Covenant Home, May, 2015
  • Presenter, “I Thought Medicare Paid For That!” St. Francis Hospital, Nursing CEU, June 2014
  • Presenter, “Top Five Planning Ideas for Seniors: Winning in the Fourth Quarter,” ManorCare, February, 2014
  • Presenter, “Planning for Your Future,” Alzheimers Support Group, May, 2013 and MS Support Groups 2011, 2012, 2015
  • Presenter, “Making Your Will Work for You,” Norwood Life Care Foundation, October, 2013
  • Co-presenter, “Caring is Preparing,” Ryan Parke Funeral Home at the Summit of Uptown, October, 2013
  • Presenter, “Ethical Wills,” Chicago North Center Senior Center, September, 2013
  • Presenter, “Why Everyone Needs and Estate Plan,” Women’s Interactive Network, Charles Schwab, Schaumburg, August, 2012
  • Co-presenter, “Financial Fitness,” Des Plaines Public Library, January, 2011
  • Presenter, “Planning for a Loved One with Special Needs,” Renaissance Office Center, March and August, 2011
  • Presenter, “Creating Your Estate Plan,” Charles Schwab, Northbrook, June, 2010
  • Presenter, “Understanding Estate Planning and Living Trusts,” First Chicago Bank (now Wintrust) Platinum Adventures Club, August, 2008
  • Presenter, “Preserving Your Family Legacy,” Private Client Breakfast, Park Ridge Country Club, November 2006
  • Presenter, “What Will Recent Developments in the Law Mean for You and Your Retirement Savings,” Private Client Workshop at Oakton Community College, October, 2006
  • Presenter, “Secure Your Legacy,” Morgan Stanley Private Client Workshop, October, 2006
  • Presenter, “Understanding Estate Planning and Living Trusts,” U.S. District Court Employee Lunch and Learn, October 16, 2003
  • Presenter, “Planning Your Estate,” Fermilab Employee Lunch and Learn, Spring, 1997
  • Presenter, “Understanding Estate Planning and Living Trusts,” Park Ridge Public Library, April, 1993

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Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
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