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Janet Rae Montgomery

Practice areas:

Estate Planning, Trusts, Business

Janet Montgomery

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Practice Areas

Licensed since 1976

  1. Estate Planning: 50%
    4 years
  2. Trusts: 35%
    4 years
  3. Business: 15%
    4 years

Payment

Fees:

Fixed (Always)

Payment Types:

Cash, Check

Attorney Endorsements

0 total

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Contact Info

Daluga & Boland, LLC

200 West Adams
Suite 2500
Chicago, IL, 60606

Daluga & Boland

439 S. 8th Avenue
LaGrange, IL, 60525

More 

Resume

License
StateStatusAcquiredUpdated
CAActive197905/25/2015
ILActive And Authorized To Practice Law197605/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Work Experience
TitleCompany NameDuration
PartnerPokorny & Associates, Limited1995 - 2011

Associations
Association NamePosition NameDuration
ACTEC (American College of Trust and Estates Counsel)Fellow2005 - Present
DuPage County Estate Planning CouncilPresident1995 - Present
Chicago Bar Association, Probate Committee, Division IIChairman1992 - 1993
Chicago Bar AssociationMemberN/A
Chicago Estate Planning CouncilMemberN/A

Publications
Publication NameTitleDate
Asset Protection (IICLE)Asset Protection for Individuals2012
IICLE Trust AdministrationIncome Taxation of Trusts2011
IICLE Trust AdministrationIncome Taxation of Trusts2008
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois2004
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois2003
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois2002
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois2001
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois2000
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois1999
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois1998
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois1997
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois1996
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois1995
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois1994
Illinois Institute for Continuing Legal EducationIncome Taxation of Trusts, Trust Administration in Illinois1993

Education
School NameMajorDegreeGraduated
Stanford Law SchoolLawJD - Juris Doctor1976
University of Southern CaliforniaEnglishBA - Bachelor of Arts1973
Trinity College, University of DublinN/AN/A1972

Speaking Engagements
Conference NameTitleDate
Illinois Institute for Continuing Legal EducationEstate Planning Basics2012
Estate Planning Short CourseIncome Taxation for Estate Planners2012
CBA Trust Law Annual CourseEffective Client Communications2010
IICLE Trust Administration: Essential Duties for Trustees and Their AdvisorsFunding Trusts, Valuing Trust Assets, and Making Trust Distributions2004
IICLE Estate Planning for the Closely-Held or Family BusinessNon-Tax Considerations in Planning for the Family Business2004
Illinois Paralegal AssociationNow That They're Gone . . . : Funding the Marital and Family Trusts and Filing the First 10412003
Illinois CPA Society - Business Valuation ConferenceUpdate on Valuation Issues2003
Illinois CPA Society - 2003 Estate & Gift Tax ConferenceCourtroom Drama Shareholder Valuation Issues2003
Business Valuation Association of ChicagoCase Law Update2003
Illinois CPA Society - Business Valuation GroupCourtroom Drama - Planning for Discounts2001
National Business InstituteEstate Planning for the Marital Deduction2000
Estate Planning Short CourseIncome Taxation for Estate PlannersN/A