Janet Rae Montgomery

Adjunct


Biography

Janet Rae Montgomery is of counsel to Nisen & Elliott, LLC. She concentrates her practice in estate planning and administration.

Miss Montgomery completed her undergraduate work at the University of Southern California and at Trinity College, University of Dublin, Dublin, Ireland, and earned her B.A. from USC (magna cum laude, Phi Beta Kappa) in 1973. She obtained her J.D. degree from Stanford Law School in 1976 where she was also a member of the Law Review. She is admitted to practice in both Illinois and California. Before her current firm, she worked at Schiff Hardin & Waite in Chicago, and at other law firms in Oak Brook, Chicago, and San Francisco, including her own firm Daluga Boland & Montgomery, LLC until October 2019. Miss Montgomery is a Fellow of the American College of Trust and Estates Counsel, and is a past chair of the Committee on Fiduciary Income Taxation. She has also served on the Professional Responsibility Committee and the Asset Protection Committee of ACTEC, on the FATF Task Force of the College, and, as part of the administration of ACTEC, on the By-laws and Manual Committee. Miss Montgomery is also a member of the DuPage County Estate Planning Council (Past President) and the Chicago Estate Planning Council. She is a past chair of one of the Probate Divisions of the Chicago Bar Association.

 

 

Miss Montgomery is the author of "Income Taxation of Trusts" in the Illinois Institute of Continuing Legal Education handbook Trust Administration, and the author of “Protecting Family Assets” in the IICLE handbook Asset Protection Planning. Since 2012, she has been an adjunct faculty member at Northwestern School of Law LLM program in Chicago teaching Income Taxation of Trusts and Estates. In 2018-19 she gave a talk on Ethics and Conflicts of Interest for the Chicago Estate Planning Council, the Madison Wisconsin Estate Planning Council, and the DuPage County Estate Planning Council. She has also spoken for ACTEC on Fiduciary Income Taxation at two regional meetings in 2019 and in 2021 (scheduled). Also for the Chicago Estate Planning Council she has spoken at one of the Estate Planning Fundamentals seminars on Estate Planning Basics for the past six years.

She has served twenty times on the planning committee for the annual IICLE Estate Planning Short Course, which she has moderated five times. She has spoken and written extensively on estate planning topics, including at the IICLE Estate Planning Short Courses in 2004, 2005, 2006, 2007, 2010, 2012, 2013, 2014, 2016, 2017, and 2018. She gave a webinar for IICLE on FATF in 2013. Also in 2013, she spoke on a national teleconference for ALI-CLE about “Representing Clients with Diminished Capacity” and presented on the same topic for the ACTEC Professional Responsibility Committee. In addition to speaking at many other IICLE seminars on Estate Planning, Trust Administration and Estate Administration and at one of the Chicago Bar Association Trust Law Committee’s annual seminar on the topic of “Ethics in Estate Planning and Administration: Effective Client Communications,” she has also spoken at the DuPage County, North Shore and Lake County Estate Planning Councils, the Chicago Suburban Planned Giving Council, the Illinois CPA Society, and for the Illinois Paralegal Society.

 

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Areas of Expertise

  • Taxation

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