Carleton W. Yoder
Business Services, Gift, Estate and Fiduciary Taxation, Taxation, Trust and Estate Administration, Trusts and Estates, Wealth Transfer and Estate Planning
(630) 221-1755 | email@example.com
- 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
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 Law, earning 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.
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.