• Posted on June 15, 2022

    Education

    • IIT Chicago-Kent College of Law, Chicago, Illinois
      – Juris Doctor
    • Purdue University, West Lafayette, Indiana
      – Bachelor of Arts, Political Science

    Associations & Memberships

    • DuPage County Bar Association

    Admissions

    • Illinois

    Thomas H. Clark is a director in the Estate Planning Department, focusing his practice principally on advising individuals and families on their specific Estate Planning needs and objectives.

    In addition to providing assistance with Trust and Estate Administration, Tom places an emphasis on helping the parents of children with special needs. This emphasis stems from being the parent of a child who suffers from Autism.

    Parents of children with Special Needs typically need assistance with special needs trusts, obtaining guardianship when their child becomes an adult, and navigating the various government programs available to disabled adults, including but not limited to Supplemental Security Income (SSI) and Medicaid.

    Prior to joining Huck Bouma, Mr. Clark was the sole practitioner of Thomas Clark Law, a firm he created to assist parents like himself.

    Before starting Thomas Clark Law, Tom spent 15 years administering trusts and estates for three of Chicago’s largest trust departments, giving him an in-depth knowledge of trust and estate law solutions.

    Tom’s experience, both personal and professional, enables him to ask the right questions, make practical recommendations and provide effective solutions for each client’s estate planning and trust administration needs. He is also able to explain complicated estate planning concepts to clients and prospects, both individually and in group settings.

    Tom grew up in Oak Park and has been a lifelong resident of suburban Chicago. He and his wife, Molly, are the proud parents of Jack (aka Jackie Bear) and have been active in the Autism community and other organizations supporting children with disabilities since their son was diagnosed.


  • Posted on June 1, 2022

    Education

    • Illinois Institute of Technology Chicago-Kent College of Law
      Chicago, Illinois, 1993
      Juris Doctor (with honors)
    • University of Illinois,
      Urbana-Champaign, Illinois, 1983
      B.S., Accounting

    Associations & Memberships

    • Du Page County Bar Association, Member
    • Illinois State Bar Association, Member
    • Texas State Bar Association, Member
    • DuPage County Estate Planning Council, Member
      Board Member, 2001-2010
    • Five Star Professional
    • Influential Women in Business

    Certifications

    • Certified Public Accountant

    Admissions

    • Illinois
    • Texas

     

    Kimberly S. Coogan is a director in the Estate Planning Department, focusing her practice principally in the areas of Wealth Transfer and Estate Planning and Special Needs Planning.

    Kim comes to Huck Bouma from Bellock & Coogan, Ltd., where she was a founding member.

    Her areas of expertise include Estate Planning and Estate Administration, Charitable Planning, Business Planning, and Business Succession Planning.

    Prior to becoming an attorney, Ms. Coogan practiced as a Certified Public Accountant. She was involved in all aspects of corporate audit work, and some tax work.

    Ms. Coogan is a Past President and is currently a member of the DuPage County Estate Planning Council, the DuPage County, Illinois and Texas Bar Associations. She is currently a member of the DuPage Foundation Professional Advisors Committee.

    She has also been a speaker and moderator for the Illinois Institute of Continuing Legal Education and has served on the Illinois State Bar Association Federal Taxation Council, the Chicago Bar Association Young Lawyers Tax Committee, Hinsdale Hospital Foundation Advisory Board, and the DuPage Community Foundation Next Generation Initiative.

    Her volunteer work includes assisting at DuPage PADS shelters and co-chairing the charity Christmas gift collection at her church.

    Ms. Coogan was named a 2012 Influential Women in Business by the Daily Herald Business Ledger, and a 2014 and 2015 Five Star Estate Planning Attorney in Chicago Magazine.

    Ms. Coogan enjoys yoga, spending time at her lake retreat gardening, cooking, golfing, water-skiing, entertaining, and spending as much time with her family as possible.

     


  • 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 June 1, 2022

    Education

    • Marquette University Law School,
      Milwaukee, Wisconsin, 1973
      Juris Doctor
    • University of Detroit,
      Detroit, Michigan, 1968
      Accounting

    Associations & Memberships

    • Du Page County Bar Association
    • Estate Planning Council, Member
    • Estate Planning Council, Past President

    Admissions

    • Illinois
    • Wisconsin

     

    Charles J. Bellock is a director in the Estate Planning Department, focusing his practice principally in the areas of Wealth Transfer and Estate Planning and Special Needs Planning.

    Charles J. Bellock comes to Huck Bouma most recently from the law firm of Bellock & Coogan Ltd., where was a founding attorney since its inception in January of 2004.

    Mr. Bellock has been practicing law in the areas of tax and financial matters, as well as business and estate planning and administration since 1973.

    He has extensive experience in working with high net worth clients in all aspects of corporate, estate and financial planning.

    He also has worked with many family-owned and other closely held businesses on various corporate and succession planning matters.

    Mr. Bellock is a member of the DuPage County Estate Planning Council and is a past president. He has been a lecturer at the Illinois Institute of Continuing Legal Education and served as the moderator for the Annual IICLE Estate Planning Short Course.

    In his free time, Mr. Bellock plays golf as often as possible. He is a past President of Butterfield Country Club in Oak Brook.
    He also enjoys spending time with his daughters and grandchildren in Chicago and Boston.

    Classes/Seminars:
    • Illinois Institute of Continuing Legal Education (IICLE), Lecturer
    • Illinois Institute of Continuing Legal Education (IICLE), Estate Planning Short Course, Moderator


  • Posted on April 1, 2022

    Education

    • University of  Notre Dame Law School, South Bend, Indiana, 1974
      – J.D.
    • St. Mary’s University of Minnesota, Minneapolis, Minnesota, 1969
      – B.A., History

    Associations & Memberships

    • DuPage County Bar Association
    • Illinois State Bar Association
    • National Academy of Elder Law Attorneys
    • Rotary Club of Lombard
      –Board Member
      –Director of International Services
    • Montini Catholic High School
      – Member, Board of Directors
    • Economic Development Committee, Village of Lombard
    • Elmhurst Hospital, Board of Governors
    • Lombard Area Chamber of Commerce
      Past President

    Awards and Recognitions

    • Declaration and Recognition of Service,
      entered in U.S. House of Representatives Congressional Record, February 5, 2018
    • Village of Lombard
      Man of the Year (2001)
      Senior Man of the Year (2017)

    Admissions

    • Illinois

     

    Dennis J. McNicholas, is a Director in the Trusts & Estates and the Real Estate Departments, focusing his practice principally in the areas of estate planning, probate proceedings, guardianship, real estate and mediation.

    Dennis comes to Huck Bouma most recently from the law firm of Dennis J. McNicholas, Ltd. where he had devoted his legal career to Estate Planning, Decedent’s Estates, Guardianship Estates, Elder Law, Elder Mediation, Real Estate, Mediation of Family Disputes and other related areas.

    As for me personally, I am married to the love of my life, Karin, for 48 years this year. Karin is a licensed clinical social worker for over 40 years and has dedicated her life to counseling her clients. I do tease her when I say that she still has not been able to diagnose me.

    We have three adult children and six grandchildren all of whom live within 40 minutes of our home.

    After spending the first four years of my career from 1974-1978 working as a lawyer in downtown Chicago, I decided to start my own practice in the Lombard area so as to be more available to my wife and children. I wanted to be a much more integral part of our children’s activities as they grew up. I have reaped untold benefits from that decision and the bonding with my children and grandchildren that has resulted. I say that young children and grandchildren are like wet cement in which we make impressions that last their entire lives. I dedicated myself to making those impressions the most positive and beneficial as they could be. I now number our three adult children among my best friends.

    Armed with the love and support of my nuclear family, extended family, friends and clients, I have tried over the course of my professional career to integrate my passion to serve others into my personal life as an attorney. In that regard, I have

    • served as a member of The Board of Governors at Elmhurst Hospital for 17 years;
    • served as a Board Member and Director of International Services for The Rotary Club of Lombard which I have belonged to for approximately 35-years.
    • served as a past President of The Lombard Area Chamber of Commerce, and The Economic Community Development Committee for the Village of Lombard for over 30-years.
    • served as a member of The Montini Catholic High School Board for over 25 years.
    • been selected as Man of the Year (2001) and Senior Man of the Year (2017) for the Village of Lombard.
    • published a memoir entitled “God Called Collect from Cleveland”, in addition to being the subject of an article in the December 6, 2017 DuPage County Daily Herald entitled “Lombard Man Aims to Make the Most of His Days”.
    • been contacted by the Honorable Peter J. Roskam in early 2018 and was presented with a Declaration and Recognition of Service which was read into The Federal Congressional Record on February 5, 2018.

    Publications – Books & Articles
    “God Called Collect from Cleveland”, McNicholas (2017).

    Lombard Man Aims to Make the Most of His Days”, published in the DuPage County Daily Herald, December 3, 2017.

    “Could He Have a More Adventurous Life?”, published in Guideposts Magazine: Living Longer, Living Better; August 24, 2017. https://www.guideposts.org/better-living/health-and-wellness/living-longer-living-better/could-he-have-a-more-adventurous-life and

    “Dennis McNicholas on the Benefits of Taking Chances Later in Life”, Guideposts Magazine: Living Longer, Living Better; September, 2017. https://www.guideposts.org/better-living/health-and-wellness/living-longer-living-better/dennis-mcnicholas-on-the-benefits-of


  • Posted on November 22, 2021

    Areas of Practice

    • Trusts & Estates

    Education

    • MacCormac College, Chicago, Illinois, 2004
      Associate of Science, Paralegal Studies (ABA approved)

    Associations and Memberships

    • DuPage County Bar Association

     

    Marc Ramagnano is a Paralegal in the Trusts and Estate Administration group.

    Marc specializes in the drafting of trust documentation, including those regarding trust funding, administration, estate planning, probate estates, and various types of asset titling.

    Marc received his Associate of Science degree in Paralegal Studies from MacCormac College in 2004.  Marc is an avid sports card collector and huge Roberto Clemente fan.  In his free time, he enjoys watching as many soccer matches as he can and hanging out with his friends.


  • Posted on August 25, 2021

    Education

    • Florida State University, Tallahassee, FL
      B.S. 2019: Political Science; Legal Sociology

    Awards, Associations & Memberships

    • Phi Alpha Delta Pre-Law Fraternity International
      – Member, Former Chapter President
    • National Association of Legal Professionals
      – Member
    • LAGBAC, Chicago’s LGBTQ+ Bar Association
      – Public Interest Member
    • DuPage County Bar Association
      – Affiliate Member

    Justin R. Smith is a Legal Assistant in the Trusts and Estate Administration group.  He joined Huck Bouma, PC in August 2021, bringing a unique legal background and dedication to client service.  Justin began his career in Florida/Georgia and has 2+ years of experience managing probate estates and developing customized estate plans.

    Justin specializes in trust funding / administration, estate planning, probate estates, and various types of asset titling.  He is available to guide families through every step of the process from initial planning to final administration.

    Justin received his Bachelor of Science degree from Florida State University in 2019, with majors in Political Science and Legal Sociology. He is passionate about LGBTQ+ issues, an active environmentalist, and plans to attend law school in the coming years.

    When not in the office, you can most likely find Justin hiking local trails with his rescue dog, Clover.


  • 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

    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.