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Janet Rae Montgomery
About Janet
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Illinois for 49 years
State: Illinois
Acquired: 1976
No misconduct found
Licensed in California for 46 years
State: California
Acquired: 1979
No misconduct found
Location
Daluga & Boland, LLC
200 West Adams, Suite 2500, Chicago, IL, 60606
Daluga & Boland
439 S. 8th Avenue, LaGrange, IL, 60525
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Experience
Work Experience
1995 - 2011
Partner, Pokorny & Associates, Limited
Associations
2005 - Present
ACTEC (American College of Trust and Estates Counsel)Fellow
1995 - Present
DuPage County Estate Planning CouncilPresident
Chicago Bar Association
Member
Chicago Estate Planning Council
Member
1992 - 1993
Chicago Bar Association, Probate Committee, Division IIChairman
Education
1976
Stanford Law School
JD - Juris Doctor
1973
University of Southern California
BA - Bachelor of Arts
1972
Trinity College, University of Dublin
Speaking Engagements
2012
Illinois Institute for Continuing Legal Education
Estate Planning Basics
2012
Estate Planning Short Course
Income Taxation for Estate Planners
2010
CBA Trust Law Annual Course
Effective Client Communications
2004
IICLE Trust Administration: Essential Duties for Trustees and Their Advisors
Funding Trusts, Valuing Trust Assets, and Making Trust Distributions
2004
IICLE Estate Planning for the Closely-Held or Family Business
Non-Tax Considerations in Planning for the Family Business
2003
Illinois Paralegal Association
Now That They're Gone . . . : Funding the Marital and Family Trusts and Filing the First 1041
2003
Illinois CPA Society - Business Valuation Conference
Update on Valuation Issues
2003
Illinois CPA Society - 2003 Estate & Gift Tax Conference
Courtroom Drama Shareholder Valuation Issues
2003
Business Valuation Association of Chicago
Case Law Update
2001
Illinois CPA Society - Business Valuation Group
Courtroom Drama - Planning for Discounts
2000
National Business Institute
Estate Planning for the Marital Deduction
N/A
Estate Planning Short Course
Income Taxation for Estate Planners
Publications
2012
Asset Protection (IICLE)
Asset Protection for Individuals
2011
IICLE Trust Administration
Income Taxation of Trusts
2008
IICLE Trust Administration
Income Taxation of Trusts
2004
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
2003
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
2002
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
2001
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
2000
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
1999
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
1998
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
1997
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
1996
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
1995
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
1994
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
1993
Illinois Institute for Continuing Legal Education
Income Taxation of Trusts, Trust Administration in Illinois
Activity
Legal Answers
Legal Answers
Q&A
Are beneficiaries required to sign a "Receipt of Final Distribution and Gneral Release" in order to receive their inheirtance?
14 Sep 2012
Q&A
When do I submit a petition to terminate independent administration
16 Sep 2012
Q&A
Restatement of Trust - No original first trust
18 Sep 2012