• Posted on December 10, 2020

    Education

    • Loyola University Chicago, B.A., 1971
    • John Marshall Law School, J.D., 1976

    Admissions, Associations & Memberships

    • Illinois State Bar Association
    • State Bar of Arizona
    • Illinois
    • Arizona

    Joseph W. Tully has been an attorney for over 40 years, and is licensed to practice law in Illinois and Arizona. In 2015, his law practice merged with that of Huck Bouma.

    His practice is concentrated in the areas of estate planning, trust administration, probate, and business services. By employing proven and effective techniques, Joe enables his estate planning clients to minimize taxation and avoid the costs and delays associated with probate.
    Joe is counsel to many small business entities. He advises business owners on tax and other matters. He provides advice on business succession planning.

    Joe and his wife, Karen Sakash PhD, reside in Chicago and also spend time at their residence in Cochise County, Arizona. They are the proud parents of three adult daughters: Elisabeth, Katherine and Sarah.

    Joe enjoys fishing, golf, poker and riding his all-terrain vehicle.


  • Posted on December 10, 2020

    Education

    • New York University (B.A., magna cum laude, 2008)
    • The John Marshall Law School (J.D., summa cum laude, 2013)

    Associations & Memberships

    • DuPage County Bar Association
    • Constitutional Rights Foundation “Lawyers in the Classroom,” participant
    • Illinois State Bar Association, Member
    • Chicago Bar Association, Member

    Honors & Awards

    • Selected to the 2017, 2018, 2019 and 2020 Illinois Rising Star list by Super Lawyers Magazine
    • CALI award, Constitutional Law I
    • CALI award, Civil Procedure I
    • CALI award, Civil Procedure II
    • CALI award, Criminal Procedure: Police Investigation
    • CALI award, Bankruptcy Law
    • CALI award, Securities Regulation
    • Distinguished Scholar Award, The John Marshall Law School (three-year tuition scholarship recipient)
    • Herzog Scholar Award
    • John N. Jewett Award for Highest Grades in the First Year
    • Order of John Marshall

    Admissions

    • Illinois

    Krista A. Smith, a Director with the Firm, concentrates her practice at Huck Bouma, PC in the area of Corporate law, representing middle market companies, individual business owners, and multi-national corporations. She assists with the formation and general legal issues of business organizations; the purchase or sale of companies; mergers and acquisitions; divestitures and restructurings; commercial contracting; and a wide variety of other transactional matters. Ms. Smith regularly advises clients and negotiates and drafts various transactional documents such as asset purchase or stock purchase agreements, operating agreements, confidentiality and non-disclosure agreements, customer or supplier contracts, vendor agreements, and corporate governance documents.
    Ms. Smith joined the firm in 2018 and previously practiced with a downtown Chicago law firm. She earned her B.A., magna cum laude, from New York University in 2008, where she majored in Anthropology (Honors), and was awarded her J.D., summa cum laude, from The John Marshall Law School in 2013, where she served as a Staff Editor for The John Marshall Law Review and was on the Executive Board for the Corporate Law Association.


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois, 1996 J.D.
      Honors: Highest Honors; Order of the Coif
      Law Review: DePaul University Law Review, Member
    • University of Illinois, Urbana-Champaign 1993 B.S.
      Honors: With Honors
      Major: Finance

    Associations & Memberships

    • Midwest Business Brokers Institute
    • DuPage County Bar Association
    • Illinois State Bar Association
    • American Bar Association

    Admissions

    • Illinois

    David O’Sullivan is an Equity Shareholder at Huck Bouma and Co-Chair of Huck Bouma’s M&A and Corporate Transactional practice groups.

    With respect to his M&A practice, Dave has over 20 years of experience leading complex acquisitions,
    divestitures, reorganizations, recapitalizations and restructurings in a wide variety of transaction structures
    (including stock transactions, asset transactions, mergers, Section 338(h)(10) transactions, and tax-deferred equity
    rollover transactions) and in a wide variety of industries (including manufacturing, distribution, services and technology).

    Dave’s practice also includes representing private companies with general corporate matters, such as choice
    of entity planning and execution (including appropriate ownership arrangements such as operating agreements or
    shareholder agreements), corporate governance, joint ventures, strategic planning, succession planning and
    contract negotiation and review. In this role, Dave will very often act as outside general counsel to his corporate
    clients.

    Due to his extensive experience in M&A and general corporate transactions, Dave is known for bringing a
    practical and solutions-oriented approach to client matters.


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, J.D., 1991
      Law Review: DePaul University Law Review, Editorial Board
    • DePaul University College of Commerce, B.S. in Accounting, 1988
      Honors: Graduated with Highest Honors
      Stanley Scholar
      Strobel Honors Accounting Program

    Associations & Memberships

    • Certification/Specialties: Certified Public Accountant, 1988
    • Selected as an “Leading American Attorney” by the Leading Attorney Network
    • Selected as an “Illinois Super Lawyer” by Law & Politics magazine

    Admissions

    • Illinois
    • U.S. District Court Northern District of Illinois
    • U.S. Tax Court

    Nick Marsico is a businessman who happens to be an attorney, which allows him to provide practical, real-world answers and the ability to translate complex legal issues into business issues that can be more easily evaluated. Nick, a senior Director with the Firm, focuses his practice on business transactions for small and mid-sized businesses, such as buying and selling businesses, private placement offerings, limited liability company issues, license agreements and other technology issues, and trademark and copyright protection, as well as common transactional matters such as entity formation and structuring, contract drafting, and contract law.

    In his mergers and acquisitions practice, Nick counsels clients on the appropriate transaction structure for buying or selling the business, performing due diligence, and negotiating transaction documents including the letter of intent, the purchase agreement, confidentiality agreements, employment agreements, and consulting agreements.

    In his trademark practice, Nick conducts trademark searches; files trademark applications; provide opinions as to the availability of a desired mark or the infringement or validity of the mark; prosecutes trademarks before the Patent and Trademark Office; negotiates license agreements; negotiates trademark disputes and consent agreements; and represents clients before the Trademark Trial and Appeal Board in actions such as opposition proceedings.

    Nick also counsels businesses trying to raise capital from private investors. Typically, these businesses need capital for their business plan, but cannot obtain a traditional bank loan. These businesses typically issue equity or convertible notes to the investors. Raising capital from investors must be done carefully in order comply with federal and state securities laws. Nick counsels clients on the structure of these transactions, which are typically Reg D private placements, drafts the private placement memorandum, and advises on compliance with federal and state securities laws.

    Nick also has a tax background and advises on federal and state tax planning matters, tax compliance matters, tax litigation, and Illinois franchise tax matters.

    Nick is also Certified Public Accountant and has taught business law classes as an adjunct professor for DePaul University’s CPA Review Program. He has been a speaker at various seminars involving recent developments in limited liability companies, business law, and tax. He is a regular speaker for the National Business Institute on LLC issues. He has been selected as a member of the “Leading American Attorneys” by the Leading Attorney Network (lawlead.com), which is awarded to the top 5% of attorneys. He has been named an “Illinois Super Lawyer” by Law & Politics magazine (superlawyers.com), which is awarded to the top 5% of Illinois attorneys.

    Nick joined Huck Bouma in 2007. Prior to joining Huck Bouma, Nick was a partner at the Chicago law firm of Rooks, Pitts and Poust, which later merged into Dykema Gossett PLLC, which is a large national law firm.

    Nick lives in Wheaton with his wife, Kelly and their two sons. He enjoys biking and golfing. He actively participates in his sons’ Boy Scouts troop and their other activities. He is a passionate life-long Chicago Blackhawks fan, an optimistic Chicago Bears fan, and a long-suffering Chicago Cubs fan.

    Publications:
    Current Status of the Series LLC: Illinois Series Improves Upon Delaware Series LLC But Many Open Issues Remain, vol. 9, no. 6, Journal of Passthrough Entities, November-December, 2006
    Illinois Series LLC: New Vehicle For Holding Multiple Properties, vol. 10, no. 3, Illinois Real Estate Journal, March, 2007
    Will the Series LLC Work For Holding Real Estate?, vol. 22, issue 12, Midwest Real Estate News, December, 2006
    Chopping Down the Fruit Tree: Caruth Corp. v. United States Applies Assignment of Income Doctrine to Gift of Stock Between Declaration and Record Dates, v.40, no. 3, DePaul Law Review, Spring, 1991

    Speaking Engagements:
    Anatomy of the LLC, December, 16 and 17, 2008
    Advanced LLC Issues, April 18, 2007
    Advanced LLC Issues, December 5, 2006
    Limited Liability Company Update in Illinois, September 14, 2005
    Operating as a Privately Owned Company in the 21st Century, May 17, 2005
    Advanced LLC Issues in Illinois, March 22, 2005
    The Ins and Outs of Limited Liability Companies in Illinois, November 12, 2004
    Limited Liability Companies and Limited Liability Partnerships in Illinois, October 21, 2003
    Tax Aspects of Limited Liability Companies in Illinois, August 23, 2002
    Adjunct Professor, Business Law, DePaul University’s CPA Review Program


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois: J.D.
    • DePaul University Kellstadt Graduate School of Business, Chicago, Illinois: M.B.A.
    • Knox College, Galesburg, Illinois: B.A.

    Admissions

    • Illinois

    Michael J. Marshall is a director with the Firm and a member of the Firm’s corporate practice. Michael has a wide-ranging practice that encompasses business and tax planning, entity formation and governance, contractual agreements, dispute resolution, mergers and acquisitions (M&A), reorganizations, and succession planning.

    Michael serves as a legal advisor for the Small Business Development Center and is a member of its local advisory board. Michael frequently presents on topics relevant to business owners, including asset protection, tax, intellectual property, deferred compensation, third party financing and security holder relations, and acquisitions.

    Prior to joining Huck Bouma, Michael was a senior consultant with a big four firm in Chicago.

    Michael earned a B.A. from Knox College and a J.D. and M.B.A. from DePaul University.

    Michael and his family reside in the western suburbs.

    Speaking Engagements: Primer on Leading Clients Through Private M&A Transactions , Thursday, October 3, 2019 meeting of the Fox Valley Chapter of the ICPAS.


  • Posted on December 9, 2020

    Education

    • John Marshall Law School, Chicago, Illinois, 1974
      J.D. Butler University, Indianapolis, Indiana, 1967
      B.S

    Admissions, Associations & Memberships

    • DuPage County Bar Association
    • Illinois Real Estate Lawyers Association
    • 18th Judicial Circuit, DuPage County, Illinois Arbitrator
    • Illinois Bar Association

    Admissions

    • Illinois

    Calvin E. Koeppel focuses his practice on general corporate law, commercial transactions, commercial and residential real estate law, real estate development and estate planning, which includes successor planning for his corporate clients.

    After more than thirty-five years as a transactional lawyer, Cal merged his suburban law practice with Huck Bouma in 2011.

    Cal resides in Illinois and Florida with his wife and enjoys golfing.


  • Posted on December 9, 2020

    Education

    • Harvard Law School, J.D., 1999
    • University of Illinois at Champaign/Urbana, M.A. in Comparative Literature, 1996
    • Northern Illinois University, B.A. in English and Philosophy, 1993

    Associations & Memberships

    • American Bar Association
    • Illinois State Bar Association
    • DuPage County Bar Association
    • Kane County Bar Association
    • Chicago Bar Association
    • Elder Counsel

    Admissions

    • Illinois

    Jennifer A. Johnson is a senior Director with the Firm, concentrating her practice in estate planning, special needs planning, business succession planning, guardianship, estate administration and elder law. She represents individuals and families at all income levels.

    Jennifer’s practice involves designing and implementing a custom estate plan for each client. Designing the right plan means choosing the right estate planning tools. Jennifer frequently utilizes irrevocable insurance trusts, family limited partnerships, limited liability companies, shareholder agreements, qualified personal residence trusts, grantor retained annuity trusts, intentionally defective grantor trusts, charitable lead trusts and charitable remainder trusts, and revocable and irrevocable trusts utilizing generation skipping transfer tax planning. Jennifer also draws on her extensive experience with special needs, Medicaid, and Veterans benefit planning when helping clients design their estate plan, as well as appealing Medicaid decisions, Social Security disability decisions and Veterans benefit decisions. Additionally, Jennifer handles all aspects of guardianship, probate, estate and trust administration, including funding and liquidity issues, estate and gift tax return preparation and succession planning for beneficiaries.

    After graduating from law school, Jennifer joined the Milwaukee, Wisconsin office of Quarles & Brady, LLP, where she practiced multi-generational estate and closely held business planning. In 2003, Jennifer became a partner with The Kingsbury Firm, LLC, a boutique estate planning firm serving high net worth families. Looking to give back to the community, Jennifer joined Prairie State Legal Services, Inc. in 2010 as a staff attorney. Prairie State is a non-profit legal services firm that provides free civil legal services to low-income individuals and seniors. At Prairie State, Jennifer worked primarily with seniors and those with disabilities, representing many clients in administrative hearings with the Illinois Department of Human Services and the Social Security Administration. Returning to the for-profit sector in 2012, Jennifer joined American Bank and Trust Company, N.A. as a vice president and trust officer. In this role, Jennifer worked with many special needs trusts, as well as traditional trusts for individuals of all income levels.

    Jennifer frequently speaks on the topics of special needs planning, estate planning, elder law and Section 529 college savings plans, including presentations at the Kane County Bar Association, DuPage County Bar Association, Annual Wisconsin State Bar Tax School, the Wisconsin Institute of Certified Public Accountants Annual Tax Conference, the Financial Planners Association’s Financial Planning Symposium, and the Association of Women Lawyer’s Luncheon Seminar Series.

    Jennifer lives in St. Charles with her husband, Scott, and their four children. Jennifer is a board member of the Youth Robotics and STEM Education Foundation, Co-Coordinator of FIRST Robotics Team 2451, and an enthusiastic Girl Scout leader.

    In October, 2017, Jennifer presented an interactive workshop at the WealthCounsel Symposium 2017, in Hollywood, California, leading a discussion on the topic “Decanting and Friends – Modifying Irrevocable Trusts”. The presentation covered various techniques for modifying irrevocable trusts, with particular emphasis on Decanting and Trust Protector. State law differences were also be discussed, with special emphasis on taxation and asset protection. “Navigating the Transition to Estate Planning”.

     


  • Posted on December 9, 2020

    Education

    • Loyola University Chicago School of Law, J.D., 2006
      (Certificates in Tax and International Law)
    • Drake University, B.S. in Business Administration, 1998

    Associations & Memberships

    • Illinois State Bar Association

    Admissions

    • Illinois

    Jason T. Johns, a senior Director with the Firm, focuses his practice on estate planning, probate and trust administration, as well as gift and estate taxation. Jason provides estate planning services to a wide range of clients with varying estate planning needs. From doctors to librarians, business owners to directors at Fortune 500 companies, taxable estates to non-taxable estates, Jason has the experience necessary to craft estate plans to achieve his clients’ unique goals.

    He takes a client-centered approach, developing an estate plan for his clients that address their specific needs. Jason uses such estate planning techniques as living trusts, powers of attorney, gifts and sales to intentionally defective grantor trusts, generation skipping transfer tax trusts (Dynasty Trusts), limited liability companies, irrevocable insurance trusts, and charitable remainder trusts. He also has experience with trust decanting when existing irrevocable trusts cease to serve their purposes.

    Jason’s interest in estate planning derives from his own personal experience. He was a senior in college when his father, a small business owner, died unexpectedly. From that, Jason learned first-hand the value of estate planning and the need for succession planning for business owners.

    Prior to joining Huck Bouma, P.C., Jason was a member with Kelly, Olson, Michod, DeHaan & Richter, L.L.C., a general practice law firm in downtown Chicago.

    Jason lives in the Village of Riverside, and represents the village as a trustee on the West Suburban Mass Transit District.


  • Posted on December 9, 2020

    Asset Preservation Planning, Business Services, Contract Services, Elder Law, Employee Handbooks, Agreements, Policies and Training, Employment Law, Employment Law Counseling, Employment Law Litigation, Entity Planning and Formation, Gift, Estate and Fiduciary Taxation, Mergers and Acquisitions, Non-Compete Agreements and Trade Secrets, Taxation, Trust and Estate Administration, Trusts and Estates, Wealth Transfer and Estate Planning

    (847) 289-3377; (847)695-3243 | mdeutsch@huckbouma.com

    Education

    • John Marshall Law School, Chicago, IL, J.D., LL.M. (Taxation)
    • Bradley University, B.S.
    • Certified Public Accountant

    Admissions, Associations & Memberships

    • Member Illinois State Bar
    • Illinois State Bar Association
    • Kane County Bar Association

    Michael C. Deutsch has over 30 years of experience in representing businesses and individuals. He concentrates his practice in estate planning, estate and trust administration and corporate and business planning.

    Mike has experience representing a wide variety of businesses on matters including business formation, mergers, acquisitions and sales of businesses, succession planning and other operational issues faced by businesses.

    Mike has represented numerous individuals and business owners in the development of their estate plans. Each estate plan is customized for the various goals and needs of the client. The techniques range from basic Wills and Power of Attorney documents through more sophisticated estate tax planning techniques; including the preparation of various trusts designed to reduce or eliminate the exposure to state and federal wealth transfer taxes.

    Mike resides in Woodstock with his wife, Vicki. He has three adult children and six grandchildren. He enjoys playing golf, strength and fitness training and following the Chicago sports teams.

    “AV®, AV Preeminent®, Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are certification marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies.”


  • Posted on December 9, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois, J.D. 1996
    • University of Florida, M.A. – Masters in Accounting and Taxation, 1991
    • University of Florida, B.A. 1990

    Admissions

    • Illinois
    • Florida

    Brett M. Dale is a Shareholder with the firm and Chairman of the Estate Planning Group. He represents highly compensated individuals and closely held businesses in various industries. Brett concentrates his practice in estate planning, estate and trust administration and corporate planning. Brett is licensed to practice in Illinois as well as in Florida.

    Brett 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. Brett also represents fiduciaries and beneficiaries in estate and trust issues.

    Brett 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. Brett is a Director at Cadence Health, member of the Marianjoy Foundation and also a member of the Board of Trustees of the DuPage Community Foundation.

    Brett resides in Wheaton with his wife, Kristine, and their four children. Brett is actively involved in his community, the schools his children attend, along with his personal enjoyment of playing basketball, fishing, hunting and golf.

    Below are just a few frequently asked questions designed to help you to understand the broad concept of estate planning and how it will benefit you.

    “How Does the Estate Planning Process Work?”
    An up-to-date estate plan helps you preserve, protect and manage your assets. This video provides a quick overview of the process.

    “When Do I Need to Update My Estate Plan?”
    It is important to keep your estate plan up to date. This video explains the critical times to review your estate plan.

    Special Consideration for Business Owners
    Business owners face unique issues when creating their estate plans.

    Remote Estate Planning
    During this unprecedented time, people’s need for urgent estate planning has increased, requiring attorneys to employ innovative methods of providing services.