Cannon Financial Institute

Fran DeMaris

Photo of Fran DeMaris

CTFA™
Executive Vice President

fdemaris@cannonfinancial.com

FULL BIO (PDF)

Fran’s unique use of illustrative stories draws from her experience and strikes a chord with all types of audiences.  

Fran joined Cannon full time in 1994, after serving five years on its faculty. She has presented programs using her technical expertise for numerous regional and national meetings of 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 thirty 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 also served on the adjunct faculty of Parkland Community College, and she is presently a member of the East Central Illinois Estate Planning Council.

Participants in Fran’s programs leave each experience with the knowledge and tools needed to become more successful in their careers.

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 (CWS)
  • Certified Trust Financial Advisor (CTFA)
  • Certified IRA Services Professional (CISP)
  • East Central Illinois Estate Planning Council

Cannon Schools & Courses

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