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Loyola University Chicago

School of Law

Part-time Faculty A-M

David M. Lutrey

Title/s: Managing Partner, Lesser, Lutrey & McGlynn, LLP

Phone: 847.295.8800

E-mail: dlutrey@llmlegal.com

About

David M. Lutrey is the managing partner of the Lake Forest law firm of Lesser, Lutrey & McGlynn, LLP. For the past 15 years, Mr. Lutrey has represented and counseled individuals in the creation of wills, trusts and other estate planning documents that preserve and transfer meaningful legacies. Mr. Lutrey's approach to estate planning includes participating in handpicked professional networks that offer a complete estate planning perspective integrated with the client's financial, insurance and accounting representatives. In addition to using creative and proven tax planning strategies, Mr. Lutrey draws on his firm's considerable experience in resolving trust and estate controversies to prepare reliable and flexible plans to meet client needs.

Mr. Lutrey is a seasoned litigation attorney in the areas of trusts, estates, probate and guardianships. He appears regularly in the trial courts of Lake, Cook and McHenry Counties and has considerable appellate experience. He argued before the Second District Court of Appeals in the Estate of Weiland (2003), establishing the standard of proof for pay on death accounts in Illinois.

In August of 2011, the Illinois State Bar Association (ISBA) appointed Mr. Lutrey to his second term as chairman of the Trusts and Estates Section Council's Legislation Committee. As chairman, Mr. Lutrey works with the Chicago Bar Association, the Illinois Bankers Association, the Illinois Corporate Fiduciaries Association and other professional groups in the development of Illinois statutes affecting the areas of probate, trusts, estates, guardianships and elder law.

Most recently, Mr. Lutrey participated in the drafting of several trust law bills now pending before the Illinois legislature, including modifications to the virtual representation provisions of the Trusts and Trustees Act, new provisions that would allow trust decanting, the Illinois domestic asset protection trust bill and the soon to be introduced Illinois Trust Code.

Mr. Lutrey serves on the legal education and outreach committees of the Illinois Institute of Continuing Legal Education's Estate Planning Short Course, the ISBA's Trusts and Estates Section Council and the Chicago Estate Planning Council. He is also a Past President of the Lake County Estate Planning Council. In these capacities, Mr. Lutrey has organized a number of seminars designed to educate lawyers on matters pertaining to trusts, estates, probate and guardianships.

In addition, Mr. Lutrey is himself a frequent speaker and writer on estate planning, administration and litigation issues for the Illinois Institute of Continuing Legal Education (IICLE), the Illinois State Bar Association (ISBA) and the Lake County Bar Association (LCBA). One of Mr. Lutrey’s particular interests is partnering with trust departments and financial institutions to provide educational programs directed at employees and clients.

Contact address:
Lesser, Lutrey & McGlynn, LLP
582 N. Oakwood, Ste. 100
Lake Forest, IL 60045

Degrees

B.S., University of Illinois, 1992
M.B.A., DePaul University Kellstadt Graduate School of Management, 1996
J.D., DePaul University College of Law, 1996

Program Areas

Wills and Trust Drafting

Loyola

SCHOOL OF LAW
Philip H. Corboy Law Center · 25 E. Pearson Street · Chicago, IL 60611 · 312.915.7120

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