Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
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Who is Your Client When Everyone is Your Client?

  • February 06, 2019
  • 7:15 AM - 9:00 AM (CST)
  • 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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Speaker: Janet Montgomery, Daluga Boland and Montgomery
Topic: Who's Your Client When Everybody is Your Client?
Ethical Dilemmas for Estate and Business Planners in Representing Family Members 

CFP credit was approved for this session. MCLE credit was approved for 1.0 hour of professional responsibility credit for this session.  CPE ethic credit was approved for this session.

Presentation Overview:  What could be more flattering than when a current estate planning client wants you to do work for his children setting up their plans?  Isn’t that the point of doing a good job – to get referrals and intrafamily referrals are some of the best kind.  Won’t representing the family business be next?  Or administering grandmother’s estate?  But, advisor beware – there are some tricky issues to navigate in representing everybody.  While legal ethics are the main topic, all professional advisors should be interested because you may help the attorney avoid ethical pitfalls. 

Speaker Biography:

Janet Rae Montgomery is a partner at Daluga, Boland & Montgomery. She concentrates her practice in trust and estate planning and administration.

She is a Fellow of the American College of Trust and Estates Counsel (ACTEC). She serves as the chair of the Fiduciary Income Tax Committee (2013 – 2016), is a member of the Substantive Chairs Committee which is one of the leadership committees of the College and is also a member of the Asset Protection and Professional Responsibility Committees of ACTEC. In Illinois, which has approximately 87,000 attorneys, fewer than 100 are members of ACTEC.

Janet is the principal author of “Income Taxation of Trusts” in the Illinois Institute of Continuing Legal Education handbook Trust Administration and of “Protecting Family Assets” in the IICLE handbook Asset Protection Planning. She is an adjunct professor in the LLM program at Northwestern University Law School, where she teaches “Income Taxation of Trusts and Estates”.

She has served on the planning committee for the annual IICLE Estate Planning Short Course. She has spoken and written extensively on estate planning topics, including at the IICLE Estate Planning Short Courses. In addition, she has spoken at many other IICLE seminars on Estate Planning, Trust and Estate Administration, Ethics, and Asset Protection topics.

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.

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