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John Patrick Cavanaugh Duncan

Practice areas:

Investment Advisors, Trusts, Family

Client reviews

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Practice Areas

Licensed since 1974

  1. Investment Advisors: 50%
  2. Family: 25%
  3. Trusts: 25%

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Contact Info

Duncan Associates Attorneys and Counselors, P.C.

180 North LaSalle Street, Suite 3850

Chicago, IL, 60601-2759

Resume

License

StateStatusAcquiredUpdated
ILActive And Authorized To Practice Law197408/17/2015

Professional Misconduct

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

Avvo Contributions

Legal Answers

Associations

Association NamePosition NameDuration
American Bar Association, Financial Privacy Task ForceCo-Chairman1998 - 2001
American Bar Association, Securities Activities of Banks SubcommitteeChairman1995 - 1998
Chicago Bar Association , Financial Institutions CommitteeChairman1985 - 1986
American Bar AssociationMemberN/A

Publications

Publication NameTitleDate
UnknownTrust Modernization and Competitiveness Act2006
Trusts & EstatesRuling on PTCs and Setting the Record Straight [on PTCs]2006
Trusts & EstatesMaster and Commander: Today's Complicated Trust Structures Demand A Firm Hand,2003
Trusts & EstatesThe Private Trust Company: It Has Come of Age2003
Wealthy and Wise Ed.Finding an Outstanding Trustee: What Wealthy Families Look For in a Trustee and How They Get It2002

Education

School NameMajorDegreeGraduated
University of Chicago Law SchoolLawJD - Juris Doctor1974
Yale UniversityN/ABA - Bachelor of Arts1971

Speaking Engagements

Conference NameTitleDate
Notre Dame Tax and Estate Planning InstituteStrategic Structures for Families: Family Offices and Private Trust Companies2007
Notre Dame Tax and Estate Planning InstituteStrategic Structures for Families: Family Offices and Private Trust Companies2007
Chicago Estate Planning Council 2006-2007 Luncheon ProgramStrategic Structures for Families: Family Offices and Private Trust Companies2007
Gallagher Industries, Wealth Management ConferencePrivate Trust Companies2007
Annual Heckerling Institute on Estate PlanningIntroduction to Family Strategic Capital and the Private Trust Company2007
Illinois Corporate Fiduciaries AssociationImplications of New Hampshire's New Trust Laws for Progressive Trust Law States–From the Perspective of the Principal Authors2006
Estate Planning Committee Brown Bag LunchNew Hampshire’s Trust Modernization and Competitiveness Act of 20062006
Family Office Exchange WorkshopEstablishing a Structure for Ownership and Governance of a PTC2006
Family Office Exchange WorkshopThe Private Trust Company–A Strategic Solution and a Strategic Charter2006
New Hampshire Bankers Association 2006 Legislative Wrap-UpNew Hampshire’s Trust Modernization and Competitiveness Act of 20062006
The 12th Annual Family Office ForumMaster & Commander: Complicated Family Financial Services Systems Require a Controlling Hand2005
Wharton Global Family Alliance ConferenceDesigning a Family Governance Structure to Successfully Implement a Multi-Generational Plan2005
Trusts & Estates magazine and Georgetown University Law Center Continuing Legal Education Wealth Management SummitReally Private Wealth Management: The Latest On Family Offices and Private Trust Companies and Private Wealth Management: Integrating Governance, Strategies, Services and Risk Management2004
International Estate Planning CommitteeOff-Shore and On-Shore Private Trust Companies: Complementary Strategies2004
Annual Heckerling Institute on Estate PlanningIntroduction to Family Strategic Capital and the Private Trust Company2000