Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
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Who's in Charge Here?

  • September 05, 2018
  • 7:15 AM - 9:00 AM (CDT)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523


  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast.  Other members of your group can attend at $35 per guest. - Code Required

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Speakers: Matthew T. Caruso and James L. Ryan, Roberts and Caruso
Topic: Navigating the Probate Court's Jurisdiction to Resolve Disputes Among Guardians, Powers of Attorney and Trustees

MCLE, CFP and CPE credits are approved for this session.

Presentation Overview:  Imagine an elderly man going into his bank with the assistance of his full time caregiver.  The old man, prompted by the caregiver, asks to remove $20,000 in cash from his trust account.  His banker receives three phone calls.  The first caller says, “I am this man’s guardian, you cannot allow this withdrawal without my permission”.  The second caller says, “I am this man’s power of attorney for finances, you cannot allow this withdrawal without my permission.”  The third caller says, “I am the successor trustee of this man’s trust, you cannot allow this withdrawal without my permission.”  Who is in charge?  This presentation will examine the law to help determine who is in charge depending upon the situation.

Speakers Biographies:

Matthew (“Matt”) T. Caruso is a partner at the law firm of Roberts & Caruso and practices out of the firm’s Wheaton office. Matt concentrates his practice on business litigation, contested probate, construction law, guardianships and estate planning. Matt is a two-time Chairman of the DuPage County Bar Association’s Business Law and Practice Committee. He has acted as lead counsel in over 25 jury trials and numerous bench trials in both state and federal courts. Matt is a member of the federal trial bar.

James L. Ryan is an associate at the law firm of Roberts & Caruso in Wheaton. He focuses his practice primarily on contested probate, business litigation, construction law, and estate planning. Jim was elected to the board of directors of the DuPage County Bar Association and serves as a member of the association’s Civil Law & Practice Committee, Business Law Committee, and Estate Planning Committee. He is also a member of the federal trial bar.

Thank you to our sponsor

Additional Details:

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.

DuPage County Estate Planning Council | 1018 W. Madison, Ste. 9, Chicago, IL 60607
Tel.  708.338.0760 |

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