• Posted on April 6, 2021

    Education

    • Loyola University, School of Law –
      Chicago; J.D. 2010
    • Roosevelt University Paralegal School
      Paralegal Certificate with
      Honors, 2003
    • Hanover College – B.A., 2002

    Associations & Memberships

    • Illinois State Bar Association
    • Greater North Shore Estate Planning
      Council

    Community Involvement

    • President, Kiwanis Club of Glenview – Northbrook, 2011–2012
    • President-Elect, Kiwanis Club of Glenview-Northbrook, 2010–2011
    • Board of Directors, Kiwanis Club of Glenview-Northbrook, 2005–2012
    • Chairman, Glenview School District 34 Caucus, 2005

    Admissions

    • Illinois

    Tim focuses his practice on estate planning and estate and trust administration, as well as business law. He has experience counseling a wide range of clients, from young families to those transitioning to senior communities.

    Tim has drafted hundreds of diverse plans, including plans for high net-worth individuals, individuals in second marriages and estranged family members. He employs a holistic approach with his clients and seeks to understand their needs and then develops the details of their plan.

    Tim’s competent and confident handling of all legal issues surrounding the administration of an estate plan allows the families rely on his legal expertise so they may focus on grieving and remembering their loved ones. Tim helps his business clients create and maintain their companies, assisting with bylaws, operating agreements, buy/sell agreements, shareholder agreements, and annual filing requirements with the state.

    His goal is to fully support his clients and to develop and maintain personal relationships while counseling them through life’s changes and challenges.

    Tim resides in Arlington Heights and enjoys supporting his favorite soccer team Arsenal, as well as reading historical novels and golfing and spending time with his nieces and nephews.


  • 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

    • DePaul College of Law, J.D.
    • University of Illinois, B.A.

    Admissions, Associations & Memberships

    • Illinois

    Memberships

    • DuPage County Bar Association
    • Illinois State Bar Association Member

    Anastasia Xinos is a Director in the Life and Legacy Planning Group, concentrating her practice in the areas of estate planning, estate and trust administration, probate, guardianship and real estate, both residential and commercial. Anastasia’s experience includes helping individuals and families plan to transfer wealth, including wills, revocable trusts, irrevocable trusts and other estate planning tools, as well as helping families after their loved ones pass.

    A graduate of DePaul University College of Law in Chicago, Illinois, Anastasia received her Juris Doctor in May 2006. During her law school career, Anastasia co-founded and was president of the Hellenic Law Society from 2004-2005 and vice president 2005-2006. She also received the honors of being on the Dean’s list and awards for the highest marks in two of her classes. Anastasia received her Bachelor of Arts, cum laude, in Political Science, and a minor in German, from the University of Illinois at Urbana-Champaign.

    Anastasia is a member of the American Bar Association, Illinois State Bar Association, Chicago Bar Association and DuPage County Bar Association. She has mentored several younger attorneys through the DuPage County Bar Association Mentor/Mentee program and enjoys sharing her knowledge and skills with new attorneys.

    Prior to joining Huck Bouma, Anastasia worked at Gardiner Koch Weisberg & Wrona in Naperville and Chicago, and the Law Offices of Rogers and Associates, LLC, in Naperville.

    Anastasia speaks Greek fluently, as it is her first language, and is also proficient in spoken German. She lives in Woodridge, with her husband, and enjoys spending her free time with her family and reading.


  • 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

    • IIT-Chicago-Kent College of Law, J. D. with distinction, 1973
      University of Illinois, Urbana-Champaign, B.A., English Literature

    Associations & Memberships

    • Illinois State Bar Association
      Member, Real Estate Law Section Council (Chairman 1993-94)
    • DuPage County Bar Association
      Member, Section Council, Business Law and Practice Section
    • Chicago Bar Association
      Board of Managers (1983-85)
      Chairman, Young Lawyers Section (1982-83)
      Member and former Chairman, Herman Kogan Media Awards Committee
    • American Bar Association
    • Chicago Mortgage Attorneys Association

    Admissions

    • State of Illinois
      U.S. District Court for the Northern District of Illinois
    • State of Illinois
    • U.S. District Court for the Northern District of Illinois

    BRUNO W. TABIS, JR. joined Huck Bouma in 2018, after previously practicing in Chicago for nearly 40 years. Bruno serves as general counsel for closely held businesses, concentrating on the formation and maintenance of corporations and LLCs, mergers and acquisitions, employment matters, contract negotiations and UCC issues, as well as consulting and advising the principals on general business matters.

    His commercial real estate practice includes purchases and sales, condominium development and conversions, project development and construction contracting, leasing, property management and environmental compliance, permitting and remediation.

    Bruno counsels business owners and individuals on estate and succession planning, preparation of Wills, Trusts, and Powers of Attorney, and is experienced in probate proceedings and trust and estate management and administration.
    He also practices in the areas of financial institutions and finance, representing both banks and borrowers in loan documentation, mortgage and real estate financing, UCC financing, workouts, forbearances, renegotiations and commercial short sales.

    Currently residing in the Stonebridge area of Aurora, Bruno had lived in Wheaton for 35 years, where he continues to be active in the community. He was a founding member and on the original board of directors for the New 200 Foundation and was a long-time member of St. Paul Lutheran Church where he served as President. His wife, Stacie Pierce, teaches English at Wheaton-Warrenville South High School.

    Bruno has been rated AV “Preeminent”by Martindale-Hubbell and named to Chicago’s Top Rated Lawyers.

    Bruno is an accomplished technical, deep wreck SCUBA diver. He has explored numerous Lake Michigan shipwrecks, including the 370 foot deep Carl D. Bradley, a Great Lakes freighter and Edmund Fitzgerald look-alike which also broke up in a November storm.

    Speaking Engagements/Presentations

    • DuPage County Bar Association, Business Law MCLE Meeting, “Common Provisions Affecting Transferability of Ownership Interests in Closely Held Corporations and LLCs,” May 14, 2019.
    • Illinois State Bar Association “Legislative Update,” Real Estate Law Update 2015, 2016, 2017 and 2018 “Listing Agreements/Engagement Letters/Disclosure Forms,” Residential Real Estate Transactions from Listing to Closing, 2015
    • Illinois Institute for Continuing Legal Education “Estate Planning with Real Estate”; 11th Annual Real Estate Short Course, 2015 “Statutory Update”; 10th Annual Real Estate Short Course, 2014
    • DuPage County Bar Association “Hot TODIs and Other Real Estate Cures,” Joint Presentation of Estate Planning and Probate Law and Practice Real Estate Law and Practice Sections, 2014
    • West Suburban Illini Alumni Association “Legal Considerations in Business Entity Formation and Maintenance,” 2014
    • LORMAN Education Seminars-CLE presenter on finance, title insurance, survey, environmental and real estate matters at multiple seminars.
    • Omni Juris Banking Seminar, Annecy, France 1998-presenter Impact of Environmental Law on American Banks.
    • Chicago Bar Association, Kane County Bar Association and other organizations -Presenter on environmental, bank lending and real estate matters at multiple seminars.
    • Instructor, IIT-Chicago-Kent College of Law, Real Estate Document Drafting (1978-79).

    Publications

    • “Illinois Totten Trust: The Rights of Legal Representative of a Beneficiary Who Predeceases the Trustee”, Chicago- Kent Law Review: Vol 48, Iss. 1, reviewed in American Bar Association Journal , vol. 58, August, 1972, p. 876
    • ”Totten Trusts Tottering in Illinois” resulting in statutory revision of statute, now incorporated into “Illinois Trust and Payable on Death Accounts Act”, 205 ILCS 625/1 et seq.
    • “Illinois Conservator’s Right to Invade Joint Savings Account”
    • Chicago- Kent Law Review, vol. 48, Iss. 2, most recently cited by Wisconsin Supreme Court in Johnnie Russ vs. Elliott Russ(2007), 2007 WI 83, 302 Wisc 2d 264, 734 N.W. 2d 874

    Community Service

    • Wheaton Lions Club .NEW 200 Foundation (now Student Excellence Foundation), founding member and original board member
    • St. Paul Lutheran Church, Wheaton, Illinois
    • Coordinated Advice and Referral Programs for Legal Services (CARPLS), Chicago, Illinois Advisory Board Founding member, original board of directors


  • 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.

    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 10, 2020

    Education

    • DePaul University College of Law
      Chicago, IL
      Juris Doctor, 2008
    • University of Illinois at Urbana-Champaign
      Urbana, IL, 2002
      Mathematics, B.S.

    Associations and Memberships

    • Chicago Bar Association
    • DuPage County Bar Association

    Admissions

    • Illinois

    Bomie K. Leonard is an associate in the Trusts and Estates practice group, focusing her practice on wealth transfer and estate planning, federal estate, gift, and generation-skipping tax planning, estate and trust administration, and business planning. She counsels individuals and families on a variety of matters, including asset protection, legacy planning, family office structuring, and succession planning.

    Bomie has significant experience in the minimization of estate and gift taxes, sophisticated estate planning techniques, the creation and operation of family limited liability companies, planning for closely-held businesses, and charitable giving. From structuring estate plans to family businesses, Bomie works closely with her clients and their advisors to design, implement, and maintain customized structures for her clients that are tailored to clients’ goals.

    Prior to joining Huck Bouma, Bomie worked at a Chicago law firm representing medium- to high-net-worth individuals and families in sophisticated estate, business succession, and family office planning.

    In her spare time, Bomie is a volunteer attorney at Prairie State Legal Services. She enjoys playing paddle, practicing yoga, entertaining, and spending time with her family and friends.


  • 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.