Sandra Schildgen, Esq.Associate
As an attorney with a strong background in financial matters, Sandra is a go-to resource for families looking to preserve their assets and plan for the future. Her experience in the strategic aspects of tax planning, proper estate planning and administration, and Medicaid planning consistently helps clients avoid litigation and future problems.
Sandra has helped countless clients navigate Medicaid’s complex rules and regulations to achieve the most favorable results and obtain benefits without spending down their savings. She also assists family members in administering a wide range of estate planning matters, including probate, guardianship and trust issues, guiding them to ensure that each fulfills their fiduciary duties and properly administers assets for their beneficiary or ward. No matter how complicated the area of the law or the family situation involved, Sandra has an innate understanding of what’s needed to resolve it in a way that eases both the financial and emotional strain for the family.
Sandra graduated with honors from the University of Iowa College of Law before working as a staff attorney with the National Association of Securities Dealers (NASD), now FINRA. There, she received the NASD President’s Award and the Above & Beyond Award. She credits her grandparents with raising her to understand that quiet, hard work goes a long way instilling respect for all people, regardless of position. Sandra brings these values to her interactions with clients, passionately helping families and individuals age with dignity, often in difficult circumstances.
J.D., University of Iowa College of Law
B.A., Columbia University
- Obtained $400,000 settlement in favor of heirs contesting a will.
- Obtained circuit court orders in three Medicaid-related cases remanding a final administrative decision to the Bureau of Assistance Hearings that resulted in over $200,000 in Medicaid benefits.
- Preserved over $1 million for four separate families by decanting imperfect trust for the benefit of disabled individuals.
- Preserved over $1.5 million in assets by performing long-term planning though irrevocable trusts for three separate families.
- Successfully admitted copy of will to probate, leaving assets to a lifelong partner who otherwise would not have received assets from the decedent’s estate.
- Obtained order increasing spousal asset limit to $600,000 for mother of three minor children whose husband entered a long-term care facility in his early fifties.
- Served as guardian ad litem for Spanish-speaking families in DuPage County.
- Obtained millions in long-term care benefits on behalf of hundreds of seniors.
- First Brokerage America, LLC
- Chicago Investment Group
- UBS, Financial Services, Inc.
- NASD Dispute Resolution (now FINRA)
- Life’s Plan, Inc., a Pooled OBRA Trust, Board of Directors and Trust Committee Member
- Bar of State of Illinois
- IICLE Chapter on Tax Planning for the Elderly (last updated 2019)
- The Intersection of Long-Term Care Costs: Estate planning, assets preservation, and ethics (authored and presented 2017)