Estate Planning Strategies for Older Clients (Deathbed Planning)

Date: Thursday, November 10, 2016
Time: 5:15pm - 7:00pm
Location: Villa Verone - 416 Hamilton St. Geneva, IL 60134
Speaker: Brian Whitlock, CPA, JD, LLM

A partner with Plante Moran, Brian applies his legal and tax expertise to the asset-protection and tax-minimization needs of families, closely-held businesses, philanthropic individuals, and not-for-profit organizations.

A faculty member at the University of Illinois at Urbana-Champaign, Brian brings an educator’s mindset and down-to-earth style to his client engagements. He uses these skills to clarify complex tax and wealth-transfer concepts and offer tactical next steps, and he applies his tax expertise to his clients’ challenges and opportunities through:

  • Navigating income, payroll, and estate tax rules for closely held and family business
  • Designing strategies for attracting and retaining key employees for exempt as well as for-profit organizations
  • Protecting an organization’s exempt status and minimizing unrelated business income tax (UBIT) as well as penalties that can result from excess benefits
  • Assessing and minimizing foreign tax withholding requirements on payments to foreign individuals and organizations
  • Establishing and managing private foundations in a tax-efficient manner

Numerous CPA, bar, financial planning, and other trade associations invite Brian to speak on income, estate, and not-for-profit tax issues. He has a B.A. from Northwestern University, a JD from IIT/Chicago–Kent College of Law, and an LLM in Taxation from IIT/Chicago-Kent.

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