101 Waukegan Road
Suite 600
Lake Bluff, IL 60044
Phone (847) 295-9980
Fax (847) 295-9981
E-mail pa@pasquesi.net

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Thomas A. Pasquesi

Bar Admissions
State of Illinois and U.S. District Court; 1982
U. S. District Court - Trial Bar: 1984
U. S. Tax Court: 1991
U. S. Court of Appeals, 7th Circuit: 1994

Education
B.A.   Northwestern University, Evanston, Illinois   1978
J.D.   John Marshall Law School, Chicago, Illinois   1982

Professional Associations and Activities
Fellow of the American College of Trust and Estate Counsel (ACTEC), 2005 - present

Martindale - Hubbell "AV" rating since approximately 1987

Illinois State Bar Association:
            Estate Planning, Probate and Trust Law Section Council:
                      Chair, 1991; Vice-Chair, 1990; Secretary, 1989
                      Member, 1985 - 1994
            Civil Practice Section Council - Member, 1983 - 1994

Lake County Bar Association:   Member, 1983 - present

American Inns of Court - Jefferson Inn, Waukegan, Illinois: Member, 1991 - present

Illinois Institute for Continuing Legal Education - Educational Planning Committee: 1994 - 1995

Occasional involvement in trust and estate related litigation as an expert witness, guardian ad litem,  special administrator or other advisor to the court.

1991-92, Member of Committee on Modernization of the Illinois Prudent Person Rule. This 10-person committee drafted the Illinois Prudent Investor Rule enacted in January of 1992.

Selected for inclusion in Illinois Super Lawyers - Estate Planning & Probate, 2008 - present.

Speaking and Program Participation

Organization Topic Location Date
Lecturer-Illinois State Bar Association Ethics in Estate Administration Chicago, Illinois September 2008

Lecturer-Lake County Bar Association

IRS Code Section 6694 and Impact on Attorney Ethical Obligations

Waukegan, Illinois

 

February 2008

Lecturer-Educational Program-Young Presidents Organization Asset Protection Hershey, Pennsylvania June       2007
Lecturer-Chicago Bar Association Ethical Problems for Estate and Trust Attorneys Chicago, Illinois November 2005
Lecturer-IICLE Short Course Practical Ethical Problems for Estate and Trust Attorneys Chicago and Urbana, Illinois April-May 2005

Lecturer-CBA Trust Law Committee

Protection of Retirement Benefits from Creditors Chicago, Illinois May         2005
Lecturer-Lake County Bar Assn-annual seminar Renunciation by a Guardian Lake Forest, Illinois November 2004
Lecturer-National Academy of Elder Law Attorneys Chicago Chapter Renunciation and the incompetent Spouse and Related Aid Issues Chicago, Illinois June      2003
Lecturer-Chicago Bar Assn Young Lawyers Section An Incompetent Spouse's Right of Renunciation Chicago, Illinois January      2003
Lecturer for the Educational University - Young Presidents Organization (two 90 minute lectures) Use of Trusts and Other Entities for Protection Venice,   Italy June        2001

Program Moderator - Illinois Institute for Continuing Legal Education (IICLE)
Limited Liability Companies vs. S Corporations

Distinctions Between Entities Chicago, Illinois February     2001
Lecturer - to Illinois Attorney REgistration and Disciplinary Commission Investigators Analysis of Estate Administration Complaints and Errors Chicago, Illinois March    1994

Sole Program Planner and Moderator - Illinois State Bar Assn. (ISBA)
Estate Planning, Probate and Trust Law CLE Programs

Estate Planning and Administration- Update and Recent Developments Chicago and Bloomington, Illinois February    1992
Lecturer - ISBA Young Lawyer Division - Roundtable Discussion Anticipating and Avoiding Challenges to the Estate Plan Chicago, Illinois February 1991
Lecturer and Moderator - ISBA Estate Planning Probate and Trust Law CLE Program Will Contests Chicago and Bloomington, Illinois February 1991
Lecturer - IICLE Illinois Estate Litigation Chicago, Illinois November 1990
Lecturer - ISBA Estate Planning, Probate and Trust Law CLE Programs Planning and Drafting Wills and Trusts to Withstand Contests Chicago and Bloomington, Illinois February 1990
Lecturer - ISBA Basic Lawyer Skills Seminars Estate Planning Topics Chicago, Illinois November 1989, 1990, and 1991
Lecturer - Joint meeting of the ISBA and Illinois Judges Association 1986 Tax Reform Act Chicago, Illinois November 1986

Publications

Course Materials (related to the above programs):        

New Tax Return Preparation Penalties and Impact on Attorneys' Ethical Obligations, February 2008

Practical Ethical Considerations, May 2005

Overview of the Illinois Law on the Protection of Retirement Benefits from Creditors, May 2005

Use of Trusts and Other Techniques in Asset Protection Planning, June 2001

Challenges to the Estate Plan - Anticipating and Avoiding, February 1991

Will Challenges, February 1991

Overview of Trust and Estate Litigation, November 1990

How to Plan and Execute Wills to Withstand Expected Contests, February 1990

Outline and Related Sample Forms Relating to Drafting and Processing of Estate Planning Matters and Related Substantive Issues, November 1989, 1990 and 1991

Highlights Under   the Tax Reform Act of 1986 Relating to Estate Planning and Trust and Estate Administration, November 1986

Other Publications:
"Estate Planning for Disabled Adults: the Legal Framework" Illinois Bar Journal Vol. 94, No. 5, May 2006

"When Can a Disabled Surviving Spouse Renounce a Will?" Illinois Bar Journal Vol. 92, No. 6, June 2004

"Tortious Interference with an Expectancy - an Overview", ISBA Estate Planning, Probate and Trust Newsletter, Vol. 38, No. 2., October, 1991

"Defendant's Right To Compel Witness Testimony Through Immunity", Illinois Criminal Defense Newsletter, Vol. 4 No. 7, March 1982

Various practice pointers and recent developments that have been published from time to time in the ISBA Estate Planning, Probate and Trust Newsletter and Lake County Bar Docket

Community Activities

Pro bono legal services to the Mother’s Trust Foundation, a charitable organization supplying resources to needy children in Lake County, Illinois

Pro bono legal services to The Community Church, a non-denominational religious organization

Pro bono legal services to The Margo Moreland Foundation, a charitable organization providing aid to special needs children

Various interviews from time to time by local and national radio, television and print publications, on tax and estate planning issues

Numerous presentations to local community organizations on tax and estate issues

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