Thomas A. Pasquesi

Thomas A. Pasquesi

Partner
Location:
Lake Forest, Illinois
Phone:
847-235-6745
Fax:
847-295-8886
Email:
Community Activities

Pro bono legal services to various local charitable organizations, which have included services to: The Mother's Trust Foundation, a charitable organization supplying resources to needy children in Lake County, Illinois; The Community Church of Lake Bluff and Lake Forest, a non-denominational religious organization; and 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 professional and community organizations on tax, trust, estate and guardianship related issues

Areas of Practice

  • Trust, Estate and Guardianship Litigation
  • Complex Estate Planning

Certified Legal Specialties

  • Certified Mediator, Center for Conflict Resolution, 2012
  • Approved Mediator for Trust, Estate and Guardianship Matters – 19th Judicial Circuit Court, Lake County, Illinois

Bar Admissions

  • Illinois, 1982
  • U.S. District Court, 1982
  • U.S. Tax Court, 1991
  • U.S. Court of Appeals 7th Circuit, 1994

Education

  • John Marshall Law School, Chicago, Illinois
    • J.D. - 1982
    • Law Review: John Marshall Law School Law Review, Staff Editor
  • Northwestern University, Evanston, Illinois
    • B.A. - 1978

Published Works

  • Advising the Fiduciary After Death”, Chapter 4 of IICLE Estate Administration Practice Handbook, 2014 (co-author)
  • “Physician Orders for Life-Sustaining Treatment (POLST) Have Come to Illinois”, Lake County Bar Assn. Docket, Vol 21, No. 6, June 2014
  • “Life Insurance Proceeds are Exempt From Creditors – or Are They?” Illinois Bar Journal Vol. 99, May 2011 (co-author)
  • “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

Classes/Seminars

  • Program Moderator and Lecturer – LCBA Annual Seminar, Lake County Mediation Procedures, Lake Forest, Illinois, 2011 - Present
  • Lake County Guardianship Procedures, Program Moderator and Lecturer – LCBA Annual Seminar, Lake Forest, Illinois, 2010 - Present
  • Overview of 2010 Attorney Ethics Rules, Program Moderator and Lecturer – LCBA Annual Seminar, Lake Forest, Illinois, 2009 - Present
  • Lecturer – ISBA, Ethical Considerations in Estate Planning: Transition Periods, Chicago, Illinois, 2009 - Present
  • Lecturer – ISBA, Ethics in Estate, Administration, Chicago, Illinois, 2008 - Present
  • Lecturer – LCBA, IRS Code Section 6694 and Impact on Attorney Ethical Obligations, Waukegan, Illinois, 2008 - Present
  • Lecturer - Educational Program Young Presidents Organization, Asset Protection, Hershey, Pennsylvania, 2007 - Present
  • Lecturer - CBA, Ethical Problems for Estate and Trust Attorneys, Chicago, Illinois, 2005 - Present
  • Lecturer – IICLE Short Course, Practical Ethical Problems for Estate and Trust Attorneys, Chicago & Urbana, Illinois, 2005 - Present
  • Lecturer – CBA Trust Law Committee, Protection of Retirement Benefits from Creditors, Chicago, Illinois, 2005 - Present
  • Lecturer – LCBA Annual Seminar, Renunciation by a Guardian, Lake Forest, Illinois, 2004 - Present
  • Lecturer - National Academy of Elder Law Attorneys Chicago Chapter, Renunciation and the Incompetent Spouse and Related Aid Issues, Chicago, Illinois, 2003 - Present
  • Lecturer - CBA Young Lawyers Section, An Incompetent Spouse’s Right of Renunciation, Chicago, Illinois, 2003 - Present
  • Lecturer for the Educational University Young Presidents Organization, Use of Trusts and Other Entities for Creditor Protection, Venice, Italy (two 90 minute lectures) , 2001 - Present
  • Program Moderator - IICLE Limited Liability Companies vs. S Corporations, Distinctions Between Entities, Chicago, Illinois, 2001 - Present
  • Lecturer - to Illinois Attorney Registration and Disciplinary Commission Investigators, Analysis of Estate Administration Complaints and Errors, Chicago, Illinois, 1994 - Present
  • Sole Program Planner and Moderator – ISBA Estate Planning, Probate and Trust Law CLE Programs, Estate Planning and Administration Update and Recent Developments, Chicago and Bloomington Illinois, 1992 - Present
  • Lecturer - ISBA Young Lawyer Division -Roundtable Discussion, Anticipating and Avoiding Challenges to the Estate Plan, Chicago, Illinois, 1991 - Present
  • Lecturer and Moderator - ISBA Estate Planning Probate and Trust Law CLE Program, Will Contests, Chicago and Bloomington, Illinois, 1991 - Present
  • Lecturer – IICLE, Illinois Estate Litigation, Chicago, Illinois, 1990 - Present
  • Lecturer - ISBA Estate Planning, Probate and Trust Law CLE Programs, Planning and Drafting Wills and Trusts to Withstand Contests, Chicago and Bloomington, Illinois, 1990 - Present
  • Lecturer - ISBA Basic Lawyer Skills Seminars, Estate Planning Topics, Chicago, Illinois, 1989, 1990 and 1991
  • Lecturer - Joint meeting of the ISBA and Illinois Judges Association, 1986 Tax Reform Act, Chicago, Illinois, 1986 - Present

Honors and Awards

  • Martindale - Hubbell “AV” rating since approximately 1987
  • Selected to Illinois Super Lawyers - Estate Planning & Probate, 2008 - present
  • Selected to Leading Lawyers - Trust, Will and Estate Planning Law, 2006 – present
  • Selected to Litigation Counsel of America – 2015 - present

Professional Associations and Memberships

  • American College of Trust and Estate Counsel (ACTEC), Fiduciary Litigation Committee, 2016 - Present
  • American College of Trust and Estate Counsel (ACTEC), Fellow, 2005 - Present
  • American College of Trust and Estate Counsel (ACTEC), Elder Law Committee, 2015-2016
  • Illinois State Bar Association (ISBA), Member, 1983 - Present
  • Illinois State Bar Association (ISBA), Estate Planning, Probate and Trust Law Section Council, Chair, 1991 - Present
  • Illinois State Bar Association (ISBA), Civil Practice Section Council, Member, 1983 - 1994
  • Lake County Bar Association (LCBA), Member, 1983 - Present
  • Lake County Bar Association (LCBA), Wills, Trust and Probate Committee, Chair, 2009 - 2012
  • Chicago Bar Association (CBA), Member, 1983 - Present
  • American Inns of Court - Jefferson Inn, Waukegan, Illinois, Member, 1991 - Present
  • Illinois Institute for Continuing Legal Education (IICLE) - Educational Planning Committee, 1994 - 1995
  • Occasional involvement in trust and estate related litigation as an expert witness, guardian ad litem or special administrator
  • Committee on Modernization of the Illinois Prudent Person Rule (This 10-person committee drafted the Illinois Prudent Investor Rule enacted in January of 1992), Member, 1991 - 1992

Pro Bono Activities

  • The Mother’s Trust Foundation
  • The Community Church of Lake Bluff and Lake Forest
  • The Margo Moreland Foundation
  • 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 professional and community organizations on tax, trust, estate and guardianship related issues