Janet Rae Montgomery, Attorney


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Janet Rae Montgomery update listing

Business Organization, Estate Planning, Wills & Probate, Real Estate, General Practice, Trusts

  • Status: In Good Standing

312-262-5090


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Current Employment Positions:
Member

Areas of Practice:
Estate Planning:   60%
Trust & Estate Administration: 30%
Closely Held Business Planning: 10%

Bar Admissions:
Illinois, 1976
California, 1978
U.S. Tax Court, 1995

Education:

Stanford Law School, Stanford, CA, 1976

J.D., Doctor of Jurisprudence

Law Review: Member

 

University of Southern California, Los Angeles, CA, 1973

A.B., Bachelor of Arts

Honors: Magna Cum Laude

Major: English

 

Trinity College, University of Dublin, Dublin, Ireland (1971 - 1972)

 

Published Works:

Co-Author, Income Taxation of Trusts, Trust Administration in Illinois (Illinois Institute for Continuing Legal Education), 1993 - 2004

 

Author / Speaker, Estate Planning for the Marital Deduction, National Business Institute, Chicago, Illinois (November, 2000)

 

Author / Speaker, Courtroom Drama - Planning for Discounts, Illinois CPA Society - Business Valuation Group, Chicago, Illinois (April, 2001)

 

Author / Speaker, Case Law Update, Business Valuation Association of Chicago (April 24, 2003)

 

Author / Speaker, Courtroom Drama Shareholder Valuation Issues, Illinois CPA Society - 2003 Estate & Gift Tax Conference, Chicago, Illinois (May 6, 2003)

 

Author / Speaker, Update on Valuation Issues, Illinois CPA Society - Business Valuation Conference, Chicago, Illinois (May 14, 2003)

 

Author / Speaker, Now That They're Gone . . . : Funding the Marital and Family Trusts and Filing the First 1041, Illinois Paralegal Association, Chicago, Illinois (October 30, 2003)

 

Author / Speaker, Non-Tax Considerations in Planning for the Family Business, IICLE Estate Planning for the Closely-Held or Family Business, Springfield and Chicago, Illinois (February 2004)

 

Author / Speaker, Funding Trusts, Valuing Trust Assets, and Making Trust Distributions, IICLE Trust Administration: Essential Duties for Trustees and Their Advisors, Springfield and Chicago, Illinois (February 2004)

 

Professional Associations and Memberships:
Member:  Chicago Bar Association
Chair, Probate Committee, Division II (1992 - 1993)

Member:  Chicago Estate Planning Council

Director:  DuPage County Estate Planning Council

Past Employment Positions:
Nisen & Elliot (Chicago, Illinois), Associate: 1992 - 1994
Schiff Hardin & Waite (Chicago, Illinois), Associate: 1976 - 1983

Position Organization Location Duration
School Degree Major Graduation
Trinity College, University of Dublin
State / Court
Sun. Mon. Tue. Wed. Thu. Fri. Sat.


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Janet Rae Montgomery
Daluga & Boland, LLC
200 West Adams, Suite 2500
Chicago, IL 60606
41.882934,-87.636843

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Daluga & Boland, LLC
200 West Adams, Suite 2500
Chicago, IL 60606


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