Mr. Brett M. Dale
Experience:
29 years
Mr. Brett M. Dale | Attorney
Main Office
1755 S Naperville Rd
Suite 200
Wheaton, IL 60189
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About Brett
Mr. Dale is a partner with the Firm, who represents highly compensated individuals and closely held businesses in various industries. Mr. Dale concentrates his practice in estate planning, estate and trust administration and corporate planning. He chairs Huck Bouma's Estate Planning and Marketing Practice Group.
Mr. Dale counsels individuals, executives and business owners on various estate planning, succession planning and corporate planning techniques. Many of his clients are closely held businesses. His planning techniques focus on federal and state estate, gift, generation-skipping and income taxation. Mr. Dale also represents fiduciaries and beneficiaries in estate and trust issues.
Mr. Dale is licensed to practice law in the State of Illinois and the State of Florida.Mr. Dale is a frequent lecturer for various groups including the Illinois Certified Public Accounting Society. He is the past President of the Fox Valley Chapter of the Illinois Society of Certified Public Accountants and past President of the Wheaton Rotary Club. Mr. Dale is a member of both the Central DuPage Health Foundation and the Marianjoy Foundation. Mr. Dale is also a member of the Board of Trustees of the DuPage Community Foundation. Mr. Dale resides in Wheaton with his family.
Admission
Florida
1997
Illinois
1996
Education
University of Florida
Huck Bouma PC Highlights
Business, Estate Planning, International Tax, Transactions, Commercial Real Estate
Firm Size:
1
Firm Locations:
1