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David M Lutrey

David M Lutrey

Practice areas:

Estate Planning, Litigation, Probate, Guardianship

Client reviews

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About Me

 


Practice includes:  Complex Trust and Estate Planning, Administration and Litigation


     Creating and administering wills, trusts and other estate planning documents that preserve and transfer meaningful legacies is the life’s work of David M. Lutrey. He carefully develops individual client-centered estate planning that is informed by regular sessions of problem-solving and brainstorming with trusted financial, insurance and accounting colleagues. Clients appreciate that their lawyer provides them with a complete estate planning perspective that is integrated with their financial, insurance and accounting goals. 


     Mr. Lutrey is a seasoned litigation and appeals attorney in the areas of trusts, estates, probate and guardianships and appears regularly in the trial courts of Lake, Cook and McHenry Counties.  Significantly, he argued before the Second District Court of Appeals in the Estate of Weiland, the landmark case that in 2003 established the standard of proof for Totten Trusts in Illinois.


     In August of 2010, the Illinois State Bar Association (ISBA) honored Mr. Lutrey with the appointment as Chairman of the Trusts and Estates Section Council’s Legislation Committee.  In this capacity, Mr. Lutrey and the Committee evaluate and propose needed revisions to Illinois statutes affecting probate, trusts, estates, guardianships and elder law.  Currently, the group is working on significant revisions to the Illinois Trusts and Trustees Act (the law governing trusts), designed to provide Illinois residents with greater flexibility in creating and administering trusts.


     Mr. Lutrey serves as an arbitrator with the 19th Judicial Circuit in Lake County, Illinois, and he serves on the legal education and outreach committees of the Illinois Institute of Continuing Legal Education’s Estate Planning Short Course, the ISBA’s Trusts and Estates Section Council and the Chicago Estate Planning Council.  He is a Past President of the Lake County Estate Planning Council.  In these capacities, Mr. Lutrey has organized a number of seminars designed to educate lawyers of all disciplines on matters pertaining to trusts, estates, probate and guardianships.


     Mr. Lutrey is a frequent speaker and writer on estate planning, administration and litigation issues for the Illinois Institute of Continuing Legal Education (IICLE), the Illinois Bar Association, the Lake County Bar Association and numerous financial institutions.  Mr. Lutrey is also a periodic author, including the article Durable Powers of Attorney and the Disabled – Who’s Watching?, published by the Lake County Bar Association in 2007, and treatise style legal syntheses for attorney ethics and trust and estate litigation published in the IICLE Estate Planning Short Course books for years 2009, 2010 and 2011. 


 

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Practice Areas

Licensed since 1996

  1. Litigation: 30%
    18 years
  2. Estate Planning: 30%
    18 years
  3. Guardianship: 20%
    18 years
  4. Probate: 20%
    18 years

Payment

Fees:

Hourly ($325/hour)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

2 total 

  • No photo

    I have worked and consulted with David Lutrey on contested claims and litigated matters in probate matters and would recommend him without hesitation. His knowledge is extensive, and he has sensitivity in dealing with clients. Alice Lonoff

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    Alice Lonoff Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • No photo

    I highly endorse David as a qualified attorney in the areas of estate planning and in litigation concerning estate and trust administration. David has handled complex litigation and estate planning issues during his years of private practice and is very well regarded with the legal community for his skills in these areas.

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    Jack Mardoian
    Relationship: Fellow lawyer in community

Contact Info

Suite 100 582 N. Oakwood
Lake Forest, IL, 60045-1958

Resume

License

StateStatusAcquiredUpdated
ILActive And Authorized To Practice Law199608/17/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Work Experience

TitleCompany NameDuration
Managing PartnerLesser, Lutrey & McGlynn, LLP1998 - Present
AssociateSpain, Spain & Varnet, P.C.1996 - 1997

Associations

Association NamePosition NameDuration
Illinois State Bar Association, Trusts and Estates SectionChairman of Legislation2010 - Present
Chicago Estate Planning CouncilPublic Outreach Committee2009 - Present
Lake County Estate Planning CouncilPast President2000 - Present
Lake County Bar AssociationWills Trusts and Probate Committee1998 - Present
Chicago Bar AssociationWills, Trusts and Probate Section1996 - Present

Publications

Publication NameTitleDate
Lake County DocketEthical Considerations for Estate Planning in Divorce Situations2009
Lake County DocketGuardianships and Powers of Attorney - Who's Watching?2006

Education

School NameMajorDegreeGraduated
DePaul College of LawN/AJuris Doctorate1996
Kellstadt Graduate School of BusinessFinanceMasters in Business Administration1996
University of IllinoisBusinessBachelors of Science1992

Speaking Engagements

Conference NameTitleDate
ISBA Uniform Trust Code SeminarIllinois Uniform Trust Code2011
IICLE 54th Annual Estate Planning Short CourseFiduciary Litigation2011
ISBA Probate Boot CampClaims and Insolvent Probate Estates2010
IICLE 53rd Annual Estate Planning Short CourseContested Claims in Probate Estates2010
Lake County Bar Association Real Estate and Probate SeminarEstate Planning Ethics2009
IICLE 52nd Annual Estate Planning Short CourseEstate Planning Ethics2009
Lake County Bar Association Real Estate SeminarSpecific Performance and Other Real Estate Litigation2008
Lake County BAr Association Wills Trusts and Probate SeminarGuardianships and Powers of Attorney - Who's Watching2006
Lake County Bar Association Wills Trusts and Probate SeminarRemoval of Executors and Administrators2005
Lake County Bar Association Wills Trusts and Probate SeminarContested Claims in Probate Estates2004