Fran M. DeMaris, CWS®
Executive Vice President
fdemaris@cannonfinancial.com
About Fran
Fran’s unique use of illustrative stories and experience strike a chord with many different audiences from the inexperienced to the experienced and from clients to professionals. Fran joined Cannon full time in 1994 after serving five years on its faculty. Her responsibilities include school administration, continuing faculty teaching and in-house training. She has spoken and presented programs using her technical expertise for numerous regional and national meetings on personal trust, estate planning, charitable organizations, audit, compliance, risk management and tax professionals.
Formerly Vice President and Trust Officer of Champaign National Bank at Champaign, Illinois, she has over twenty years experience in personal trust, estate and guardianship administration. Her areas of specialty include property and fiduciary law, transfer taxation, personal and charitable trust, estate and guardianship administration. Fran formerly served on the adjunct faculty of Parkland Community College and currently serves as adjunct faculty for the University of Georgia Housing and Consumer Economics School. She is currently a member of the East Central Illinois Estate Planning Council and holds the designations of CWS®, CTFA and CISP.
Primary Areas of Expertise
- Property and Fiduciary Law
- Transfer and Income Taxation
- Personal and Charitable Trust
- Estate Planning and Guardianship Administration
Education
- B.S. - University of Illinois
- M.Ed. - University of Illinois
- Honor Graduate of Cannon Trust School
Further professional Education
- Agent, Custodian and Safekeeping Committee
Corporate Fiduciaries Association of Illinois
- Charitable Giving and Estate Planning
Illinois Institute of Continuing Education
- Estate Planning for the Elderly
Illinois Institute of Continuing Education
- Estate Planning Short Course
Illinois Institute of Continuing Education
- Fiduciary Taxation
Illinois Institute of Continuing Education
- Personal Trust Graduate School
Cannon Financial Institute
- Personal Trusts Committee
Corporate Fiduciaries Association of Illinois
- Philip E. Heckerling Institute on Estate Planning
University of Miami Law Center
- Probate Administration Committee
Corporate Fiduciaries Association of Illinois
- Tax Committee
Corporate Fiduciaries Association of Illinois
Designations, Affiliations & Licenses
- Certified Wealth Strategist®
- Certified Trust Financial Advisor (CTFA)
- Certified IRA Services Professional (CISP)
- East Central Illinois Estate Planning Council
Featured Speaker & Lecturer
- FIRMA
- Office of the Special Trustee for American Indians / Department of the Interior
- Charles Schwab
- Key Bank
- TD Banknorth
- Wilmington Trust
Cannon Schools & Courses
- Cannon Trust Fundamentals
- Cannon Trust I, II, III
- Personal Trust Graduate
- Trust Tax I, II, III
- Securities Operations I, II, III
- Fiduciary and Investment Risk Management I, II, III
- Fiduciary and Investment Risk Management Graduate
- Financial Planning Certificate
