Randall H. Borkus, Esq.

Randall is in the business of counseling ultra-high net worth individuals and entrepreneurs as well as their advisors in asset protection, business succession, philanthropic and wealth transfer planning arenas.  Such individuals include closely-held business owners, venture capitalists, investors, lawyers, doctors and former professional athletes. 

He has collaborated with professionals across the country on hundreds of cases involving ultra-high net worth clients.  Randall has also been mentoring and teaching attorneys, financial advisors and CPAs devoted to asset protection, business succession, philanthropic and wealth transfer planning specific to the ultra-high net worth market.

Randall’s clients come from referrals across the nation including existing clients, financial advisors, estate planning attorneys, philanthropic advisors, accountants, insurance brokers, and many other business professionals.

AFFILIATIONS & MEMBERSHIPS:

• WealthCounsel, LLC a national association of estate planning attorneys
• Advisors in Philanthropy (AiP)
• Chicago Bar Association

Committee Membership:  Asset Protection Committee; Sports Law Committee; Federal Taxation Committee, Media & Entertainment Law Committee

EDUCATION:

• The John Marshall Law School– Juris Doctor - May 2001 - Law Review: Computer & Information Law. 
• The John Marshall Law School– LL.M. in Taxation - May 2001
• Illinois Institute of Technology -Stuart School of Business - Master of Science Degree in Financial Markets and Trading - May 1997
• Northern Illinois University- Bachelor of Science in Finance - May 1996; Cum laude with Upper Division Honors

BAR ADMISSIONS:         

• Illinois Supreme Court                                      
• United States Tax Court                                          
• United States Court of Appeals for the Seventh Circuit
• United States District Court for the Northern District of Illinois

SPEAKING ENGAGEMENTS:

• The Truth About Business Succession: Presentation to Business Owner’s Aboard “The Great Lady” (60Ft. Viking), Captiva Island, Florida Sept. 2011.
• Family Charity Planning, Advisors In Philanthropy (AiP), Spring 2011.
• Collaboration: Working With Others Profitably, The Florida Bar's General Practice, Solo & Small Firm Section,Weston, FL, Spring 2011.
• Panel on Professional Athletes and Investment Fraud, Chicago Bar Association Sports Law Committee, Winter 2011.
• Family Charity Planning, Income Tax & Social Capital, National Network of Estate Planning Attorneys, Fall 2010 Collegium.
• Conveying Advanced Estate Planning Concepts to Clients, WealthCounsel, LLC, Summer 2010 Planning for Generations.
• Domestic Asset Protection Trusts, National Network of Estate Planning Attorneys, Spring 2010 Collegium.
• Advanced Estate Planning Concepts & Life Insurance, WealthCounsel, LLC, 2009Atlanta,GA.
• Asset Protection & Corporations, National Network of Estate Planning Attorneys, Fall 2009 Collegium.
• Defective Grantor Trusts for High Net Worth Estates, National Network of Estate Planning Attorneys, Fall 2006 Collegium

PUBLICATIONS:

• Misconceptions and Misunderstandings About The Estate Tax Exclusion, The WealthCounsel Quarterly, January 2012.
• Contributing Author, Put Your Money Where Your Heart Is! (A Guide to Including Faith and Values in Your Estate & Financial Planning), Collaborative Press (Omaha, NE 2012).  
• Contributing Author,  Being in Business is a Funny Thing – Getting Out is Not! A Business Owners Guide to Growing & Transitioning the Business, Collaborative Press (Omaha,NE 2011)
• Present Interest Gifts - Not Just For Kids, Borkus & Kohler (TBD 2012)
• ASSET PROTECTION PLANNING, Journal of Retirement Planning, Borkus & Kohler (CCH 2010)
• ASSET PROTECTION PLANNING, Journal of Estate Planning, Borkus & Kohler (CCH 2009)
• The Sale of Assets to a “GDOT” – an Essential Estate Planning Tool for Sizeable Estates (NYSBA 2009)
• Series LLCs: Practical Pointers and Tax Implications, IL State Bar Journal (ISBA Jan. 2007)
• Minimizing Risk in Taxable Portfolios: Initiating and Closing out Derivative Transactions Without Unexpected Tax Consequences, Illinois State Bar Association Federal Taxation Newsletter (February 2004)
• ADVANTAGEOUS USES OF LLCs, Limited Liability Companies inIllinois: National Business Institute Seminar (NBI) (Oct. 2003)
• A Trust Fiduciary’s Duty to Implement Capital Preservation Strategies Using Financial Derivatives Techniques, 36 Real Property, Probate & Trust Journal, 127-166 (2001).

For more on Randall, visit his LinkedIn page at LinkedIn.