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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