Previously posted What's New at Huck Bouma entries...
Attorney Katie May has been asked to participate in a panel discussion for the DuPage County Bar Association Health Law Committee (along with Ronette Leal McCarthy of Elements Cremation, and Ben Neiburger of Generation Law), on the topic of Advanced Directives in Illinois. The panel discussion will address the advanced directives available in Illinois, including the DNR/POLST, Living Will, and updated Health Care Power of Attorney. Additionally, the Illinois Health Care Surrogate Act will be explored. The meeting is scheduled to take place on January 28th at 12:00 p.m. in the Attorney Resource Center of the DuPage County Courthouse.
At the January 24, 2015 DuPage County Bar Association Mega Meeting, Huck Bouma attorney, Katie May, (together with attorneys Carol Nolan and Cynthia Hutchins), will be presenting the program entitled, Estate Planning & Elder Law Special Situations: Case Studies of Autism and Dementia. This program will be held at the Sheraton™ Lisle Hotel.
Jodi L. Henninger will be teaching a webinar presentation for Lorman titled Complete Commercial Real Estate Loan Closing Checklist. This live webinar presentation, will be held on Thursday, November 13, 2014 from 1:00-2:30 pm (ET) [(12:00-1:30 (CDT)].
The webinar will provide an overview of the entire process of closing a commercial real estate loan transaction, and explains the documentation required to close a commercial loan transaction from an attorney’s perspective.
The target audience for this presentation is lenders, attorneys, borrowers and title company representatives. If you would like to participate in this presentation, you may register online at: www.lorman.com/ID394420, or call (866)352-9539. Tuition is $199.00; however, by entering discount code J2325825 at the time of registration, you will receive a 50% tuition reduction.
Brett Dale, together with Rob O'Dell of Wheaton Wealth Partners, recently hosted a seminar covering issues concerning Florida Domicile. Some of the topics that were covered were Why Pursue a Florida Residency, Florida Tax Benefits and Establishing a Florida Domicile. The seminar was held on Wednesday, September 17, 2014 at McDonald's Hamburger University, Oak Brook, Illinois.
Recently, attorney Cindy Tolan was recognized in the DuPage Community Foundation newsletter, The Foundation Report, as well as by the Firm for her outstanding service to client, Dianne Skeet. As reported in The Foundation Report, Tolan told the story, dubbed by the author, “An American Success Story,” of married couple Dianne and Don Skeet.
Dianne and Don were not only active, contributing residents of DuPage County, but also genuinely good people with a desire to leave a legacy for the children of DuPage County.
Dianne and Don were long time clients of Huck Bouma. After Don passed, Dianne, an only child with no children of her own, did not have family to assist her with her affairs. Cindy went above and beyond the call of duty for Dianne as her client, but more importantly, as her now close friend. Cindy was there with Dianne through her diagnosis with esophageal cancer and following treatment plan. Cindy was not only an advocate for Dianne’s best interests, but was someone who cared deeply for her as she neared the end of life.
Cindy, a member of the Estate Planning group and founding member of the Elder Law group at Huck Bouma, utilized her unique skill set and knowledge about the healthcare system to prepare Dianne for the end of her journey. The Firm appreciates and recognizes Cindy’s active participation and dedication to her clients every day, but formally recognizes this as one example of her compassion, dedication and legal expertise during this difficult time in a very special client’s life.
Heinz Brisske will be teaching a two-day Estate Planning Essentials course for WealthCounsel in Cambridge, Massachusetts on September 3 and 4. The course is intended for attorneys new to the practice of Estate Planning. In addition to substantive issues of law, the course also covers areas such as law office management and marketing. The course is taught by a team of two estate planners from WealthCounsel, LLC, a national network of Estate Planning attorneys, of which Huck Bouma is a member.
Heinz Brisske and Katie May attended an Estate Planning, Elder Law and Special Needs Symposium in Denver on July 16 through July 18. The Symposium, an annual event sponsored by WealthCounsel, ElderCounsel and The Advisors Forum, is called Planning for the Generations because of its scope: the conference discusses and teaches planning strategies for clients of all ages and focuses on creating legacies that last for generations. Heinz attended courses at the Symposium that dealt primarily with Estate Planning and legacy creation, while Katie spent her time attending lectures and programs in the Elder Law and Special Needs areas of the practice. Both Heinz and Katie also used the time to share planning strategies with Estate Planning, Elder Law and Special Needs attorneys from around the country.
Huck Bouma is honored to share the exciting news that Mr. Ramon Rodriguez, father of our Legal Assistant, Jeannette Berg, was recently chosen to represent the 65th Infantry Regiment to witness President Obama’s signing of H.R. 1776. That piece of legislation grants the Congressional Gold Medal, the highest recognition that Congress can bestow on a group for outstanding and enduring achievement, to the 65th Infantry Regiment for service during the Korean War. Mr. Rodriguez traveled to Washington D.C., where President Obama signed the bill in the South Court Auditorium of the Eisenhower Executive Office Building. The 65th Infantry Regiment was a unit composed primarily of soldiers from the U.S. territory of Puerto Rico. The unit was known as the Borinqueneers.
Officials of the United States Mint will now meet with congressional sponsors and representatives to discuss the possible design of the medal.
Heinz Brisske and Cynthia Tolan were the featured speakers at the Estate Planning and Probate Committee meeting of the DuPage County Bar Association on June 10, 2014. Heinz spoke on the topic of Powers of Attorney, and also discussed the pending amendment to the Illinois Power of Attorney Act passed by the Illinois General Assembly on May 30, 2014. Heinz pointed out that the amendment completely changes the existing Durable Power of Attorney for Health Care form and the manner in which it is signed and interpreted. Cindy discussed POLST (Physicians' Order for Life Sustaining Treatment), a relatively new program to Illinois and one that replaces the old DNR form. The program was attended by about 80 members of the DuPage County Bar Association and various members of the judiciary.
Lawrence A. Stein, head of Huck Bouma's litigation department, recently had an article published in The Brief, the online publication of the Appellate Lawyers Association. The article, No Risk of Retroactively Validating Prior Void Orders when Submitting to the Jurisdiction of the Court After Final Judgment, resolved an intractable procedural issue that has festered in Illinois for decades. Larry serves on the Board of Directors of the Appellate Lawyers Association.
Beth M. Cwik, a paralegal in the Business Services and Trusts and Estates practice areas, has been recently appointed to the Taxation, Estate, Gift and Trusts Committee of the Illinois CPA Society for the 2014-2015 term.
Patrick Hurley was recently appointed by the incoming President of the Illinois State Bar Association to serve on the ISBA Family Law Section Council, whose members include numerous judges and prominent family law attorneys from across the State of Illinois. The mission of the ISBA Family Law Section is (1) to encourage and support a high level of professional and ethical commitment and expertise among those who practice family law in all its substantive branches; (2) to remain sensitive to the changing needs and mores of families and individual family members in our society; (3) to respond, through reasoned efforts directed toward the appropriate branch of government, and bar and /or the public; and (4) to accomplish understanding of the law as it exists and is applied, or change of that law, where it is needed.
In addition, following a hotly contested five-day divorce trial in the Circuit Court of DuPage County, Patrick Hurley's client was awarded full custody of the parties' three minor children, the vast majority of the marital assets at issue in the case, and awards of maintenance (alimony) and child support. The case involved complex custody and financial issues, as well as a determination of the invalidity of a postnuptial agreement executed by the parties. The trial featured the testimony of approximately ten witnesses, including the competing expert testimony of two clinical psychologists. Following entry of judgment, the client's former husband filed an appeal with the Second District Appellate Court, contesting all aspects of the trial court's decision. In a published opinion, the appellate court affirmed the decision of the trial court in all respects.
Patrick Hurley also recently achieved an out-of-court settlement on behalf of an elderly client who was injured as a result of the negligence of her assisted living facility in conjunction with its transportation of the client and other residents. Following lengthy negotiations with the responsible party's insurance carrier and the treating hospital (which had asserted a significant lien on the settlement proceeds), Mr. Hurley was able to garner a settlement of $200,000 on behalf of the client, compensating her for her medical expenses and her pain and suffering.
Patrick Hurley's practice at Huck Bouma is primarily concentrated in the area of family law, where he provides counsel and representation to Huck Bouma’s clients in matters relating to divorce, custody, premarital agreements, and the like. He also handles a variety of other civil litigation matters. Pat has been named an Illinois “Super Lawyer” in the area of family law in both 2013 and 2014 and has received the prestigious AV Peer Review Rating from Martindale-Hubbell. To learn more, please contact Pat at 630-221-1755 or firstname.lastname@example.org.
Tom Christensen recently won a successful jury verdict in a commercial litigation case. After efforts to resolve the case before trial were unsuccessful, Tom tried the case to a jury in the Circuit Court of Cook County. The jury rejected defenses raised by the defendant and returned verdicts in favor of Tom's client on both of two breach of contract counts, awarding total damages of approximately $375,000.00. Tom handles commercial litigation cases and construction disputes and can be reached via email at email@example.com, or by phone at (630)344-1152.
Lawrence Gregory is a faculty presenter for a seminar titled The Probate Process From Start to Finish on June 23, 2014, and for a seminar titled Revocable Living Trusts From Start to Finish on August 18, 2014. Both seminars are hosted by the National Business Institute (NBI) at the Country Inn & Suites in Naperville. NBI's programs are aimed at attorneys, accountants, CPAs, administrators, trust officers, bankers, financial planners, and insurance professionals. To learn more about Larry, please contact him at (630)221-1755 or at firstname.lastname@example.org.
Kathleen (Katie) May has recently been appointed to the Wheaton Chamber of Commerce Board of Directors. The Wheaton Chamber is dedicated to the success of the business community through leadership, education and service. Additionally, Katie was elected to the Illinois Chapter of the National Academy of Elder Law Attorneys (NAELA) Board of Directors. NAELA is a professional association of attorneys dedicated to improving the quality of legal services provided to seniors and people with special needs. Illinois is one of the 26 states with an active state membership providing continuing legal education, conferences, grassroots legal advocacy, networking and newsletters to keep members abreast of the latest developments in Elder Law in their states. Katie has also volunteered to sit on the NAELA Young/New Attorneys Steering Committee to assist those entering the practice of Elder Law and new attorneys to be successful in their practices and bring quality, competent service to their clients.
Katie is the moderator of a program on Rules of Trust Administration in Illinois hosted by Lorman Education Services at the Holiday Inn, Chicago West-Itasca on June 5, 2014. She is also on the faculty for the course, speaking on the topic of Unique Issues of Administering a Special Needs Trust. Lorman's program is aimed at attorneys, accountants, CPAs, trust administrators, trust officers, bankers, financial planners, insurance professionals, tax managers, and presidents, vice presidents, CFOs and controllers of companies.
Finally, Katie will be speaking at Hinsdale Hospital on May 28 at a presentation sponsored by Manor Care Health Services. Her topic is Planning for a Disabled Loved One. To learn more about Katie, please contact her at 630.682.0700 or at email@example.com.
Brett Dale and Aaron Ruswick presented a program on "How to Sell Your Law Practice" for the DuPage County Bar Association on April 9, 2014. The seminar was held at the Attorney Resource Center in the DuPage County Courthouse. Brett Dale and Aaron Ruswick concentrate their practices in the areas of Trusts & Estates, and in Business Law.
Audrey Skiera, Chair of the Estate Planning and Probate Committee of the DuPage County Bar Association (DCBA), recently hosted a presentation by Kathy Ryding, also of Huck Bouma, PC, on Contested Estates and Contested Trusts at the DCBA’s annual Mega Meeting continuing legal education seminar. Audrey is President of the Fox Valley Chapter of the Illinois CPA Society and will be hosting a presentation on The Taxation of Flow-Through Entities & Reorganizations of LLCs and S corporations in February 2014. Her networking group sponsored by the Fox Valley Chapter of the ICPAS, the “CPA and JD Practitioners Breakfast”, will resume in April. To learn more, please contact Audrey at 630-221-1755 or firstname.lastname@example.org.
Patrick Hurley was installed as President of the DuPage County Bar Association in June, 2013 for its 2013-14 year. As the leader of this organization of some 2,800 members, Pat has embarked upon a theme of attorney wellness for his year as President. He spearheaded the formation of a DCBA Wellness Committee, the purpose of which is to provide DCBA members with information, resources and contacts to help them address various wellness-related issues that plague the profession, including depression, stress, suicide, divorce and substance abuse.
Brian LaFratta, the Chair of the firm’s Employment Law Practice Group, recently hosted a presentation entitled “Recent Developments in Illinois Non-Compete Law” at the DuPage County Bar Association’s annual Mega-Meeting. Brian is the Chair of the DCBA’s Labor and Employment Law Committee. The presentation, which was attended by over 70 local attorneys, provided a summary of Illinois non-compete law, as well as recent legal developments affecting employers and employees alike. If you have any questions about non-compete agreements, or employment law in general, please contact Brian at 630-221-1755 or email@example.com.
Heinz Brisske taught a series of 5 workshops for estate planning attorneys around the country during 2013 for WealthCounsel, LLC. WealthCounsel is a national organization of estate planning attorneys. Heinz traveled to Minneapolis, MN, Arlington Heights, IL, Pittsburgh, PA, Miami, FL, and San Diego, CA to teach the program, called "Comprehensive Revocable Living Trusts and Practice Development Solutions."
Huck Bouma is pleased to announce the launch of its new and improved website. This project has been in the works for several months. Please feel free to explore our site and all the new content that is available.
Effective April 1, 2013, the law firm of Huck & Brisske, LLC, formally merged its practice with the law firm of Huck Bouma, PC. The Huck brothers, Kevin and Jim, had never practiced law together, despite both having been engaged in the practice of law in DuPage County for their entire lives. Kevin Huck was a co-founder of the law firm of Huck & Brisske with Heinz Brisske. Jim Huck was a former principal of the law firm of Huck Bouma. Both are now retired.
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