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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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Alice Lonoff, Estate planning Attorney
Relationship: Fellow lawyer in community
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
Jack Mardoian, Tax Attorney
Relationship: Fellow lawyer in community
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.
|IL||Active And Authorized To Practice Law||1996||11/22/2016|
|Managing Partner||Lesser, Lutrey & McGlynn, LLP||1998 - Present|
|Associate||Spain, Spain & Varnet, P.C.||1996 - 1997|
|Association name||Position name||Duration|
|Illinois State Bar Association, Trusts and Estates Section||Chairman of Legislation||2010 - Present|
|Chicago Estate Planning Council||Public Outreach Committee||2009 - Present|
|Lake County Estate Planning Council||Past President||2000 - Present|
|Lake County Bar Association||Wills Trusts and Probate Committee||1998 - Present|
|Chicago Bar Association||Wills, Trusts and Probate Section||1996 - Present|
|Lake County Docket||Ethical Considerations for Estate Planning in Divorce Situations||2009|
|Lake County Docket||Guardianships and Powers of Attorney - Who's Watching?||2006|
|DePaul College of Law||N/A||Juris Doctorate||1996|
|Kellstadt Graduate School of Business||Finance||Masters in Business Administration||1996|
|University of Illinois||Business||Bachelors of Science||1992|
|ISBA Uniform Trust Code Seminar||Illinois Uniform Trust Code||2011|
|IICLE 54th Annual Estate Planning Short Course||Fiduciary Litigation||2011|
|ISBA Probate Boot Camp||Claims and Insolvent Probate Estates||2010|
|IICLE 53rd Annual Estate Planning Short Course||Contested Claims in Probate Estates||2010|
|Lake County Bar Association Real Estate and Probate Seminar||Estate Planning Ethics||2009|
|IICLE 52nd Annual Estate Planning Short Course||Estate Planning Ethics||2009|
|Lake County Bar Association Real Estate Seminar||Specific Performance and Other Real Estate Litigation||2008|
|Lake County BAr Association Wills Trusts and Probate Seminar||Guardianships and Powers of Attorney - Who's Watching||2006|
|Lake County Bar Association Wills Trusts and Probate Seminar||Removal of Executors and Administrators||2005|
|Lake County Bar Association Wills Trusts and Probate Seminar||Contested Claims in Probate Estates||2004|