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Randall Borkus, James Collins, Laura Noble, and Thomas Whitaker will focus on ways that financial advisors and attorneys discuss their client processes and creation of a collaborative approach that supports each other's business model for the benefit of the client.
About the Speakers
Randall Borkus
Borkus Collins LawRandall Borkus is an attorney with Borkus Collins law, specializing in estate planning, asset protection, business succession development, and philanthropic and wealth transfer planning, often working with ultra high net worth clients and their advisors. He serves clients across the country from his office in Oak Brook, Illinois.
James Collins
Borkus Collins LawJames Collins is an attorney with Borkus Collins Law, specializing in estate planning, focusing on client-specific, unique plans that function throughout the client's life. He is an author and nationally recognized educator on estate planning for attorneys, clients, financial advisors, CPAs and accountants, real estate investors, and other professionals. He lives in Sarasota, Florida.
Laura Noble Walker
Camelot Portfolios, LLCLaura Noble Walker is an estate planning consultant with Camelot Portfolios, LLC and a board member of National Christian Foundation, Ohio. Her vision is to strengthen families, generation to generation, by creating opportunities for them and their advisors to engage in values-based planning that places emphasis on faith, family, stewardship, and philanthropy. She lives with her family in Bowling Green, Ohio.
Thomas Whitaker
Thompson & AssociatesThomas Whitaker is an attorney with Thompson & Associates, focusing on charitable estate planning that helps non profit organizations including hospitals, colleges and universities and their foundations achieve consistent growth in the size of their endowments. Tom and his wife, Chris, and their family live in Bradenton, Florida.
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