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No professional misconduct found.
Overview
Practice Areas
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50% Estate Planning
1 year
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35% Trusts
1 year
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15% Business
1 year
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Fees and Payment Types
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Fees
Fixed (Always)
Payment types
Cash, Check
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Contact Information
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|
References
Client Reviews
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Résumé
License
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35 years since Janet Rae Montgomery was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| Illinois |
Active And Authorized To Practice Law
|
1976 |
12/11/2011 |
| California |
Active
|
1979 |
11/07/2011 |
We have not found any instances of professional misconduct for this lawyer.
|
Work Experience
|
| Position |
Duration |
|
Partner at
Pokorny & Associates, Limited
|
1995–2011
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Education
|
| School |
Major |
Degree |
Graduated |
| Stanford Law School |
Law |
JD - Juris Doctor |
1976 |
| University of Southern California |
English |
BA - Bachelor of Arts |
1973 |
| Trinity College, University of Dublin |
|
|
1972 |
See all 3 degrees
|
Associations
|
| Position |
Association Name |
Duration |
| Fellow |
ACTEC (American College of Trust and Estates Counsel) |
2005-present
|
| President |
DuPage County Estate Planning Council |
1995-present
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| Chairman |
Chicago Bar Association, Probate Committee, Division II |
1992-1993
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| Member |
Chicago Bar Association |
|
| Member |
Chicago Estate Planning Council |
|
See all 5 association entries
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Portfolio
Contribution
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Reputation Level 8
| Answers: |
24 |
Legal Answers |
|
1 |
Best Answer |
|
5 |
Answers marked as good |
| Guides: |
0 |
Legal Guides |
|
0 |
Staff Picks |
View all contributions
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Publications
|
| Article |
Publication |
Date |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
2004 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
2003 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
2002 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
2001 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
2000 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
1999 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
1998 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
1997 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
1996 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
1995 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
1994 |
| Income Taxation of Trusts, Trust Administration in Illinois |
Illinois Institute for Continuing Legal Education |
1993 |
See all 12 publications
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Speaking Engagements
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| Presentation Name |
Conference |
Date |
| Funding Trusts, Valuing Trust Assets, and Making Trust Distributions |
IICLE Trust Administration: Essential Duties for Trustees and Their Advisors |
2004 |
| Non-Tax Considerations in Planning for the Family Business |
IICLE Estate Planning for the Closely-Held or Family Business |
2004 |
| Now That They're Gone . . . : Funding the Marital and Family Trusts and Filing the First 1041 |
Illinois Paralegal Association |
2003 |
| Update on Valuation Issues |
Illinois CPA Society - Business Valuation Conference |
2003 |
| Courtroom Drama Shareholder Valuation Issues |
Illinois CPA Society - 2003 Estate & Gift Tax Conference |
2003 |
| Case Law Update |
Business Valuation Association of Chicago |
2003 |
| Courtroom Drama - Planning for Discounts |
Illinois CPA Society - Business Valuation Group |
2001 |
| Estate Planning for the Marital Deduction |
National Business Institute |
2000 |
See all 8 speaking engagements
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