• Posted on June 1, 2022

    Education

    • Illinois Institute of Technology Chicago-Kent College of Law
      Chicago, Illinois, 2007
      Juris Doctor (with honors)
    • University of Wisconsin
      Madison, Wisconsin, 2002
      B.S. (graduated with Distinction)

    Associations & Memberships

    • Du Page County Bar Association
      Estate Planning, Probate sections
    • DuPage County Estate Planning Council
    • Illinois State Bar Association
      Trusts & Estates section
      Real Property section

    Admissions

    • Illinois
    • United States District Court, Northern District of Illinois

    Derek M. Johnson is a Director in the Estate Planning Department, focusing in the areas of Wealth Transfer and Estate/Trust Planning, Probate and Trust Administration, Estate and Gift Taxation, Business Organizations and Acquisitions, Real Estate Transactions, and Contract Review and Negotiations.

    Derek began his legal career working on a wide range of transactional and litigation matters, including trusts and estate planning, business transactions and litigation, general commercial litigation, and commercial and residential real estate transactions and litigation. As time passed, Derek realized his passion lay in the transactional practice areas of trust and estate planning and administration, corporate law, real estate, and other related areas in which he currently serves his individual and business owner clients. Not one to discount his other legal experience, Derek also relies on the skills he learned as a former litigator in developing sound strategies for representing his clients with an eye toward careful legal drafting and assisting clients in anticipating and avoiding disputes.

    Derek was raised in Wheaton and graduated from Wheaton-Warrenville South High School. In 2017, Derek returned to live in Wheaton with his wife, Jami, and their two children. In his free time, Derek enjoys spending time with his family and friends, exercising, reading, and exploring new music. Derek looks forward to meeting and working with you to accomplish your goals.

     

    Representative Published Works
    • Accessing a Deceased Loved One’s E-mail and Other “Digital Assets” (Jan. 30, 2019).
    Link: https://www.oakbrookestateplanning.com/articles/accessing-a-deceased-loved-ones-e-mail-and-other-digital-assets
    • Derek M. Johnson, Debts, Secret Tax Liens, and Other Estate Traps, Illinois Bar Journal, Vol. 106, No. 10 (Oct. 2018).
    Link: https://www.oakbrookestateplanning.com/articles/debts-secret-tax-liens-and-other-estate-traps
    • Derek M. Johnson, Income Tax Consequences for Probate Estates When Resolving Claims for Less Than the Full Amount,
    Illinois State Bar Association, Trusts & Estates Section Newsletter, Vol. 65, No. 3 (Sept. 2018).
    Link: https://www.oakbrookestateplanning.com/articles/income-tax-consequences-of-claims-against-probate-estates
    • Kimberly S. Coogan, Carrie M. Buddingh & Derek M. Johnson, To Port . . .Or Not To Port?,
    DCBA Brief, Vol. 28, Issue 10 (June 2016)
    • Derek M. Johnson, Illinois’ Health Care Agency Laws: A Hierarchical Game Of Who’s On First,   DCBA Brief, Vol. 25, Issue 6 (March 2013)

     


  • Posted on December 10, 2020

    Education

    • Chicago-Kent College of Law, Illinois Institute of Technology, Chicago, Illinois 2013, Master of Taxation (LLM)
    • Pepperdine University School of Law, Malibu, California 2011, J.D.
    • Law Journal: Journal of Business, Entrepreneurship, and the Law, Associate Editor
    • Pepperdine University, Malibu, California 2006, Magna Cum Laude
      Honors: Dean’s List; Golden Key Society
      Major: Political Science

    Associations & Memberships

    • Illinois State Bar Association Member
    • DuPage County Bar Association Member
    • WealthCounsel

    Admissions

    • Illinois

    Carleton W. Yoder joined Huck Bouma, PC in 2013.  Carleton, a Director with the Firm, concentrates his practice in the areas of Trusts and Estates, tax and transactional matters, business succession planning, estate and gift strategies, estate and trust administration, and wealth transfer through estate and gift planning.

    Carleton handles estates both large and small, and represents his individual and business clients’ transactional and operational needs through the custom drafting of Wills, Revocable Living Trusts, Irrevocable Trusts, Grantor Retained Annuity Trusts, Charitable Remainder Trusts, and business succession plans.  He believes in taking the time to understand his clients’ needs, objectives, and desires before applying the tools available to fulfill those needs.

    Carleton attended Pepperdine University where he graduated, magna cum laude, with a Bachelor of Arts degree in Political Science. He later returned to Pepperdine to attend its School of Law where he received his Juris Doctor. After graduating law school, Carleton moved back to DuPage County.  Carleton enjoys the study of taxation, and during his first year with Huck Bouma, distinguished himself by finishing his Master of Laws in Taxation (LLM) at Chicago-Kent College of Lawearning the CALI award in Tax Accounting and State and Local Taxation.

    Carleton was born in Chicago, raised in DuPage County, and currently resides in Wheaton with his family. He enjoys photography, automobiles, and going on bike rides with his family on the Illinois Prairie Path.

    Publications:
    Pitfalls of the Power of Attorney for Property, DCBA Brief, 2015

    “The 8.5 Steps Toward Ensuring Your Estate Plan is in Order,” blog appearing in Common Financial Sense, Cross Point Wealth. May 2, 2019.


  • 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

    Admissions

    • Illinois
    • Florida

    Timothy S. Midura, C.P.A., J.D., LL.M., is a Director in the Firm, and is a member of the firm’s estate planning group. He chairs the estate administration and also the contested estates and family conflicts groups. Generally, Tim’s practice is oriented to complex estate and trust planning and administration, including disputed and conflicted matters; modifying irrevocable trusts; charitable gift facilitation; and complementary tax, financial matters, and business matters.

    Tim is licensed as an attorney in both Illinois and Florida. He is also a registered certified public accountant.

    In addition to his Juris Doctor (JD) and CPA credentials, he also has a master’s degree (LL.M.) in taxation. His undergraduate degree double majored in accountancy and finance.

    Prior to entering private law practice, Mr. Midura was a member of the tax department of a “big four” public accounting firm.

    Tim has numerous published articles to his credit and speaks frequently on topics of estate planning and administration, modifying irrevocable trusts, charitable gift facilitation, quality case management, and related financial and business matters. He has contributed to or been quoted in, among others, Forbes, Chicago Sun Times, The Journal of Gift Planning, and Illinois CPA Society News. Tim is the author of the Estate Planning Primer: What Everyone Needs to Know About Estate Planning, Everyday Mistakes in Estate Planning, and a series of Estate Planning Memoranda, published by the Illinois Institute for Continuing Legal Education (IICLE). Tim also authored the chapter Handling Charitable Bequests and Trusts in IICLE’s Estate Administration book.

    Tim has served on behalf of a number of boards of not-for-profit foundations and corporations, including Christian Ministries Foundation (a community foundation), in Georgia, ALM International (an international health organization), in South Carolina, Soli Deo Gloria (an international sacred music production foundation), in Illinois, Spectrios Institute for Low Vision (a nationally recognized provider of professional assistance to people with low vision and their families), in Illinois, the Chicago Council on Planned Giving (an allied professionals group that advances inter-disciplinary planned giving), and for the Illinois Institute for Continuing Legal Education (Illinois’ premiere continuing legal education provider). He has served on a number of professional committees, including the estate and gift tax planning committee of the Illinois CPA Society and the estate and probate committee of the Chicago Bar Associations.

    Tim has a special interest in charitable endeavors and in facilitating charitable giving through estate planning — that meet family goals. He has demonstrated a special talent in handling complex and conflicted estate and trust matters, including estate and trust arbitration and mediation, and making modifications to
    irrevocable trusts.

    Martindale-Hubbell® Distinguished Rating Badge

    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

    • 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. 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 South Elgin with her family. She spends her free time hiking, kayaking and enjoying time with loved ones.

    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

    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

    Certifications

    • Certified Public Accountant

    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.


  • Posted on December 9, 2020

    Education

    • University of Iowa College of Law, J.D., 2005
      with Highest Distinction
    • University of Notre Dame, B.B.A., 1998
      Honors: Magna Cum Laude

    Associations & Memberships

    • Certified Public Accountant
    • DuPage County Bar Association, Secretary Treasurer, 2017-2019

    Recognitions

    • 2019 Lawyer of the Year,
      DuPage County Bar Association

    Admissions

    • Illinois

    Tricia R. Buhrfiend is a senior Director with the firm, representing individuals, high net worth families and business owners, and concentrates her practice on estate planning, taxation, succession planning and other general corporate matters.

    Tricia assists her clients in preparing custom revocable trusts, wills, irrevocable trusts, limited partnership, limited liability company agreements, shareholder agreements and various other agreements. Tricia also has substantial experience in assisting individuals, business owners, and tax-exempt organizations in general tax structuring and tax-related issues.

    After college, Tricia worked in public accounting at a large public accounting in Chicago, Illinois. After law school and prior to joining the firm, Tricia practiced law at a large law firm in Chicago, Illinois.

    Tricia has a J.D. from the University of Iowa College of Law (with Highest Distinction) and graduated with a bachelor’s in business administration from the University of Notre Dame (magna cum laude).

    Tricia is a certified public accountant (CPA). She has also served in several leadership positions with the DuPage County Bar Association.

    Tricia resides in Elmhurst with her husband and three children. Personally, Tricia enjoys entertaining, spending time with friends and family and watching college football.