Carly’s practice focuses on estate and tax planning, trust and estate administration, and probate. Prior to her experience at Di Monte & Lizak, LLC, Carly worked in trust administration and estate settlement with U.S. Trust, Bank of America Private Wealth Management and is also a Certified Financial Planner. From her combined experiences, she understands that each client’s story and set of challenges is unique. She works with each client to develop personalized estate plans and strategize on issues pertaining to estate planning, tax planning, and wealth transfer.
Carly received her Juris Doctor from Chicago-Kent College of Law in 2012 and her Bachelor’s Degree from the University of Maryland at College Park in 2009. Carly is a member of the Chicago Estate Planning Council.