Brett M. Dale - a Wheaton, Illinois (IL) Business Counseling and Governance Lawyer

Wheaton Business Counseling and Governance Lawyer

Updated: 03/02/2026

Areas of Practice

Business Counseling and Governance
Business Services
Buying and Selling Businesses
Entity Planning and Formation
Gift, Estate and Fiduciary Taxation
Taxation
Trust and Estate Administration
Wealth Transfer and Estate Planning

Attorney Information

Overview

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.

Education

Legal Education
- DePaul University College of Law, Chicago, Illinois, 1996
  J.D.
Non Legal Education
- University of Florida, 1991
  M.A.
  Major: Accounting and Taxation
- University of Florida, 1990
  B.A.

Current Employment Position(s)

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Shareholder
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Classes and Seminars

Frequent Lecturer, Illinois Certified Public Accounting Society

Pro Bono Activities

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

Bar Admissions

Illinois
Florida

Specialties and Certifications

Certified Public Accountant

Other Affiliations

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

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Contact

Wheaton, IL

1755 S. Naperville Road
Suite 200
Wheaton, IL 60189

Directions

Phone: 630-395-7809

Fax: (630) 221-1756

Email: Send a message

Websites:

Credit Cards Accepted
Free Consultations

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Brett M. Dale - Wheaton, IL