Articles written by Randall H. BorkusMisconceptions and Misunderstandings About the Estate Tax Exclusion, Published in 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). Stranded Costs, Asset Securitization and Re-Regulation of the Utility Industry, (1997) Master Thesis Presented to the Stuart School of Business, Financial Markets and Trading Program. Being In Business is a Funny Thing - Getting Out is Not! 2011 ASSET PROTECTION PLANNING, Jrl of Retirement Planning, Borkus & Kohler (CCH 2010) ASSET PROTECTION PLANNING, Jrl 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 Published in Illinois State Bar Association Federal Taxation Newsletter, February 2004. Coauthored ADVANTAGEOUS USES OF LLCs, Limited Liability Companies in Illinois: 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).
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Presenter/TeacherRandall was an instructor at Northwestern University School of Continuing Studies in Chicago where he teaches Estate Planning. Randall was a partner at national design and planning company dedicated to providing consulting to the clients of attorneys, CPA firms and financial professionals throughout the country. Randall has planned for over 500 families with a net worth in the range of $20M to $150M. He helped create a national program for attorneys, CPAs and financial planners devoted to planning issues for high net worth clients. This program drew its membership from the fields of law, accounting and finance and brings nationally known experts into a collaborative workspace allowing them the opportunity to share their best practices with our members. Randall was a faculty member which enlisted tax and estate planning partners from some of the country's most respected law firms as well as experts from non-legal fields specializing in areas of family business management, mergers and acquisition and small business issues.
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