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About John
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Illinois for 51 years
State: Illinois
Acquired: 1974
No misconduct found
Location
Duncan Associates Attorneys and Counselors, P.C.
180 North LaSalle Street, Suite 3850, Chicago, IL, 60601-2759
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Experience
Associations
American Bar Association
Member
1998 - 2001
American Bar Association, Financial Privacy Task ForceCo-Chairman
1995 - 1998
American Bar Association, Securities Activities of Banks SubcommitteeChairman
1985 - 1986
Chicago Bar Association , Financial Institutions CommitteeChairman
Education
1974
University of Chicago Law School
JD - Juris Doctor
1971
Yale University
BA - Bachelor of Arts
Speaking Engagements
2007
Notre Dame Tax and Estate Planning Institute
Strategic Structures for Families: Family Offices and Private Trust Companies
2007
Notre Dame Tax and Estate Planning Institute
Strategic Structures for Families: Family Offices and Private Trust Companies
2007
Chicago Estate Planning Council 2006-2007 Luncheon Program
Strategic Structures for Families: Family Offices and Private Trust Companies
2007
Gallagher Industries, Wealth Management Conference
Private Trust Companies
2007
Annual Heckerling Institute on Estate Planning
Introduction to Family Strategic Capital and the Private Trust Company
2006
Illinois Corporate Fiduciaries Association
Implications of New Hampshire's New Trust Laws for Progressive Trust Law States–From the Perspective of the Principal Authors
2006
Estate Planning Committee Brown Bag Lunch
New Hampshire’s Trust Modernization and Competitiveness Act of 2006
2006
Family Office Exchange Workshop
Establishing a Structure for Ownership and Governance of a PTC
2006
Family Office Exchange Workshop
The Private Trust Company–A Strategic Solution and a Strategic Charter
2006
New Hampshire Bankers Association 2006 Legislative Wrap-Up
New Hampshire’s Trust Modernization and Competitiveness Act of 2006
2005
The 12th Annual Family Office Forum
Master & Commander: Complicated Family Financial Services Systems Require a Controlling Hand
2005
Wharton Global Family Alliance Conference
Designing a Family Governance Structure to Successfully Implement a Multi-Generational Plan
2004
Trusts & Estates magazine and Georgetown University Law Center Continuing Legal Education Wealth Management Summit
Really Private Wealth Management: The Latest On Family Offices and Private Trust Companies and Private Wealth Management: Integrating Governance, Strategies, Services and Risk Management
2004
International Estate Planning Committee
Off-Shore and On-Shore Private Trust Companies: Complementary Strategies
2000
Annual Heckerling Institute on Estate Planning
Introduction to Family Strategic Capital and the Private Trust Company
Publications
2006
Unknown
Trust Modernization and Competitiveness Act
2006
Trusts & Estates
Ruling on PTCs and Setting the Record Straight [on PTCs]
2003
2003
Trusts & Estates
The Private Trust Company: It Has Come of Age
2002
Wealthy and Wise Ed.
Finding an Outstanding Trustee: What Wealthy Families Look For in a Trustee and How They Get It