Brett M. Dale

Brett M. Dale is a Shareholder with the firm and Chairman of the Estate Planning Group. He represents highly compensated individuals and closely held businesses in various industries. Brett concentrates his practice in estate planning, estate and trust administration and corporate planning. Brett is licensed to practice in Illinois as well as in Florida. Brett counsels individuals, executives and business owners on various estate planning, succession planning and corporate planning techniques. Many of his clients are closely held businesses. His planning techniques focus on federal and state estate, gift, generation-skipping and income taxation. Brett also represents fiduciaries and beneficiaries in estate and trust issues. Brett is a frequent lecturer for various groups including the Illinois Certified Public Accounting Society. He is the past President of the Fox Valley Chapter of the Illinois Society of Certified Public Accountants and past President of the Wheaton Rotary Club. Brett is a Director at Cadence Health, member of the Marianjoy Foundation and also a member of the Board of Trustees of the DuPage Community Foundation. Brett resides in Wheaton with his wife, Kristine, and their four children. Brett is actively involved in his community, the schools his children attend, along with his personal enjoyment of playing basketball, fishing, hunting and golf.

• Shareholder

• Frequent Lecturer, Illinois Certified Public Accounting Society

• Past President, Wheaton Rotary Club
• Member, Central DuPage Health Foundation
• Member, Marianjoy Foundation
• Member, Board of Trustees, DuPage Community Foundation

• Illinois
• Florida
• Specialties and Certifications
• Certified Public Accountant

• Fox Valley Chapter of the Illinois Society of Certified Public Accountants (Past President)