Ryan M. Holmes

Ryan M. Holmes focuses his practice on estate and trust planning and administration, estate planning for digital assets, special needs planning and administration, income, gift, generational and estate tax planning, probate and guardianship administration, and probate, trust and guardianship litigation. He also maintains an active corporate and real estate practice, both residential and commercial.

Presentations and Publications

• “Estate Planning For Non-Traditional Families” - DuPage County Estate Planning council (April 12, 2017)
• “CBA Trust Law Committee Program on Non-Traditional Clients” Co-Presenter (April 10, 2017)
• Presented “Planning for Non-Traditional Families” at the Michigan Association of CPAs West Michigan Tax Symposium on November 9th at the L.V. Eberhard Center on the campus of Grand Valley State University in Grand Rapids
• Presented “Planning for Non-Traditional Families” at the Michigan Association of CPAs Small Firm Practitioners Conference on Friday August 19, 2016 in Battle Creek, Michigan
• Multiple presentations to cpa firms for cpe credit on “Fiduciary Income Tax Return Preparation. Tips and Tricks.  (2015-2016)
• Co-Presenter at “Exit Strategy:  Positioning Your Firm, Your Estate, and Your Investment for Success” CoHosted by Clark Hill PLC and The Northern Trust Company (June 5, 2015)  
• Co-Author of “Succession Planning – The Importance of Succession Planning for Closely Held Business Owners” Published in the 2015 Illinois Banker’s Resource Guide (2015)
• In 2015, Ryan and MacKenzie A. Hyde of Clark Hill PLC updated the chapter entitled “Roth Individual Retirement Accounts” in 2015 Update to the book Retirement Benefits Issues in Estate Planning published by the Illinois Institute for Continuing Legal Education (IICLE)
• Co-Presenter on “Income Tax in Elder Law” at the 2014 IICLE Elder Law Short Course (IICLE 2014)
• Multiple “lunch and learn” presentations to financial advisors, accountants, and other wealth management professionals on estate planning, business succession, and income, gift, generational, and estate tax planning (with an added emphasis on capital gains tax planning in light of the American Taxpayer Relief Act of 2012)
• “Tax Issues When Settling Employment Claims - Are Your Settlement Agreements in Compliance?” - DuPage County Employment/Tax Committee Meeting (January 2012)
• “Estate Planning for Beneficiaries with Special Needs” (2009)