Professionals

Presentations
Directorships
Honors and Awards
Publications
Affiliations
Summary Bio
Michael D. Whitty, C.F.P., J.D.
Presentations

Estate Planning for Business Owners. Annual Summer Program at the University of Wisconsin Co-sponsored by Continuing Legal Education for Wisconsin (CLEW) of the University of Wisconsin Law School. Madison, Wiscosin (June 24, 2015).

Gas and Oil Leases, Planes, Cars & Guns Too: Dealing with Tangible Personal Property in Estate Planning. 58th Annual Estate Planning Illinois Institute for Continuing Legal Education (IICLE) Short Course. Champaign, Illinois (May 13, 2015) and Chicago, IL (May 19, 2015).

Estate Planning for Owners of Franchises, Dealerships, and Distributorships. Attorneys for Family Held Enterprises Annual Meeting. Scottsdale, Arizona (April 25, 2015).

Family Enterprise and Wealth Challenges Today and Into the Future. The Equitable Agents Reinsurance Company Annual Meeting sponsored by AXA Equitable, Boca Raton, Florida (February 6, 2014).

Legal Crisis Planning & Management for the Family Enterprise. Family Firm Institute Global Conference, San Diego, California (October 16-19, 2013).

Directorships

Director, Attorneys for Family Held Enterprises, 2010 to present

Honors and Awards

• Super Lawyers, Illinois - Estate Planning & Probate, Tax, Estate & Trust Litigation, Closely Held Business, 2006, 2008 - 2018

• Leading Lawyers (IL) - Trust, Will & Estate Planning Law, Tax Law, 2014, 2015, 2016, 2017

Certificate in Family Business Advising (CFBA) - Family Firm Institute's Global Education Network

Certificate in Family Wealth Advising (CFWA) - Family Firm Institute's Global Education Network

Publications

Michael D. Whitty. “The Jane Austen Plan Club: Lessons for Estate Planners and Their Clients from the Life and Novels of Jane Austen,” Real Property Probate & Trust Law Journal, Vol. 47, No. 3, Winter (2012).

Michael D. Whitty, Co-Author. “Valuing Private Equity Interests in Estate Planning,” Practical Tax Strategies, January (2011).

Michael D. Whitty. “GRAT Expectations: Questioning, Challenging and Litigating the Service Position on Estate Tax Inclusion of Grantor Retained Annuity Trusts,” ACTEC Journal, Vol. 36, No. 1, Summer (2010).

Michael D. Whitty. “Heresy or Prophecy? The Case for Limiting Estate Tax Inclusion of GRATs to the Annuity Payment Right,” Real Property Probate & Trust Law Journal, Vol. 41, No. 2, Summer (2006).

Michael D. Whitty. “Repercussions of Walton,” Probate & Property, May/June (2005).

Michael D. Whitty. “Effects of Low Interest Rates On Investment-Driven Estate Planning Techniques,” Estate Planning, December (2003).

Michael D. Whitty. “Prototype User’s Manual for Family Partnership,” Practical Tax Lawyer, Spring (2003).

Michael D. Whitty and Domingo Such. “Qualified State Tuition Programs Under IRC §529: One of the Best Ways to Save for College,” Trusts & Estates, January (2002).

Michael D. Whitty. “Crummey Trust Computations,” Probate & Property, January/February (1995).

Affiliations

• Fellow, American College of Trust and Estate Counsel

Fellow, Family Firm Institute

Member, American Bar Association 2012

 



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