- 200 W Adams Street
- Suite 2500
- Chicago, IL 60606
- P: 312.262.5090
- F: 312.873.4295
Janet Rae Montgomery
Janet Rae Montgomery joined the firm as a member effective March 16, 2011.
Before joining the firm, she worked at Schiff Hardin & Waite and other law firms in Oak Brook, Chicago, and San Francisco. She concentrates her practice in estate planning and administration.
Miss Montgomery is a Fellow of the American College of Trust and Estates Counsel (ACTEC), and serves on the Fiduciary Income Taxation, Asset Protection, and Professional Responsibility Committees of ACTEC. Membership in ACTEC is by election of the regents of the College. Individual lawyers meeting the criteria for membership are nominated for membership by fellows of the College, and subjected to careful review by state and national membership selection committees, prior to consideration by the regents of the College. Applications for membership by members of the bar are not accepted by the College. Instead, ACTEC members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. All ACTEC members have made substantial contributions to the field of trusts and estates law through writing, teaching and bar leadership activities. There are about 2,600 members of ACTEC nationwide. In Illinois, which has approximately 87,000 attorneys, fewer than 100 are members of ACTEC.
Miss Montgomery is also the 2010-11 President of the DuPage County Estate Planning Council, and is a member of the Chicago Estate Planning Council and of the Trust Law Committee of the Chicago Bar Association. She is a past chair of one of the Probate Divisions of the CBA.
Miss Montgomery is the principal author of "Income Taxation of Trusts" in the Illinois Institute of Continuing Legal Education handbook Trust Administration, and of the 2010 supplement to "Protecting Family Assets" in the IICLE handbook Asset Protection Planning.
She has served twelve times on the planning committee for the annual IICLE Estate Planning Short Course, which she has moderated three 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, and 2011 (scheduled). In addition, Miss Montgomery has spoken at many other IICLE seminars on Estate Planning, Trust Administration and Estate Administration and for the Chicago Bar Association Trust Law Committee's 2009 annual seminar on the topic of "Ethics in Estate Planning and Administration: Effective Client Communications", and in December 2010 on "Representing the At-Risk Client" for the IICLE Asset Protection seminar. She has also spoken on business planning, estate planning, estate administration and tax topics at the DuPage County, North Shore and Lake County Estate Planning Councils, at several Illinois CPA Society courses, and for the Illinois Paralegal Society.
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.
Miss Montgomery has lived in La Grange since 1987. She is a parishioner and a reflector for the Children's Liturgy of the Word at St. Francis Xavier in La Grange, and is a Merit Badge Counselor for Boy Scout Troop 14 at the First Methodist Church in La Grange. She is a Past President of the Hinsdale Oak Brook Sunrise Rotary Club, and is active in several other community organizations.