Brett M. Dale
Business Counseling and Governance, Business Services, Buying and Selling Businesses, Entity Planning and Formation, Gift, Estate and Fiduciary Taxation, Taxation, Trust and Estate Administration, Trusts and Estates, Wealth Transfer and Estate Planning
(630) 221-1755 | firstname.lastname@example.org
- 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
- Certified Public Accountant
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.