Carleton Yoder
Practice Areas
- Business Services
- Gift, Estate and Fiduciary Taxation
- Taxation
- Trust and Estate Administration
- Wealth Transfer and Estate Planning
Contact
EMAIL ME
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Biography
Carleton W. Yoder joined Huck Bouma, PC in 2013. Carleton, a Director with the Firm, concentrates his practice in the areas of Trusts and Estates, tax and transactional matters, business succession planning, estate and gift strategies, estate and trust administration, and wealth transfer through estate and gift planning.
Carleton handles estates both large and small, and represents his individual and business clients' transactional and operational needs through the custom drafting of Wills, Revocable Living Trusts, Irrevocable Trusts, Grantor Retained Annuity Trusts, Charitable Remainder Trusts, and business succession plans. He believes in taking the time to understand his clients' needs, objectives, and desires before applying the tools available to fulfill those needs.
Carleton attended Pepperdine University where he graduated, magna cum laude, with a Bachelor of Arts degree in Political Science. He later returned to Pepperdine to attend its School of Law where he received his Juris Doctor. After graduating law school, Carleton moved back to DuPage County. Carleton enjoys the study of taxation, and during his first year with Huck Bouma, distinguished himself by finishing his Master of Laws in Taxation (LLM) at Chicago-Kent College of Law, earning the CALI award in Tax Accounting and State and Local Taxation.
Carleton was born in Chicago, raised in DuPage County, and currently resides in Wheaton with his family. He enjoys photography, automobiles, and going on bike rides with his family on the Illinois Prairie Path.
Carleton serves as a member of the DuPage PADS Board of Directors.
Education
- Chicago-Kent College of Law, Illinois Institute of Technology, Chicago, Illinois
- LLM – 2013
- Pepperdine Caruso School of Law, Malibu, California
- J.D. – 2011
- Pepperdine University, Maibu, California
- 2006
- Honors: magna cum laude
- Honors: Dean’s List; Golden Key Society
- Major: Political Science
Bar Admissions
- Illinois
Professional Associations
- Illinois State Bar Association Member
- DuPage County Bar Association Member
- WealthCounsel
- DuPage PADS, Member, Board of Directors
Published Works
- Pitfalls of the Power of Attorney for Property, DCBA Brief, 2015
- The 8.5 Steps Toward Ensuring Your Estate Plan is in Order, blog appearing in Common Financial Sense, Cross Point Wealth, 2019