Publications

Articles written by Randall H. Borkus

• Misconceptions 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).  

• 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).

• 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.

Presenter/Teacher

• Randall was a partner at a 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 would bring nationally known experts into a collaborative workspace allowing them the opportunity to share their best practices with the members. Randall was a faculty member who 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.

Other Media

• Randall visited http://www.Hollywood360radio.com 's radio show recently as a guest speaker where he talked about the opportunities for year-end gifting to family and charity.