InKnowVision

715 Enterprise Drive
Oak Brook, IL 60523, United States

Contact: Scott Hamilton

  • 630-470-4680

Are Charitable Deductions Dead?

In talking with a number of tax professionals, there seems to be a lack of consensus about how much the new law will actually reduce charitable deductions and other itemized deductions like those for state income tax, real…more
| Family Law, Taxation, Wills, Trusts, & Estate Planning

February 2013 HNW Case Study

Jerry and Susan Carter are both 63. They own and operate a very profitable manufacturing business in a small town. Jerry and Susan spend about $650,000 a year, giving generously to family ($200,000/yr.) and their favorite…more
| Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

January 2013 HNW Case Study

Chris is 68 and Beth is 59. Chris has recently just retired from an executive position in a public company. They have always led a relatively simple and conservative lifestyle and as a result have built up a very significant,…more
| Family Law, Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

December 2012 HNW Case Study

James is 64, and a few years ago started up a Consulting Company (Consulting Corp) with his business partner Dave. They have acquired some lucrative contracts over the last couple of years, and after spending frugally his entire…more
| Family Law, Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

November 2012 HNW Case Study

Tom is 83 and Jane is 76. They have two children who are both well employed and live productive and happy lives. Tom was an attorney who headed a large patent firm in Washington DC. Jane served as an expert in international…more
| Family Law, Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

High Net Worth Advanced Planning Case Study

Ben and Sara are 55 and 54 respectively. They own and operate a very profitable well drilling and maintenance business. These growing annual profits have allowed them to continue purchasing significant oil and gas rights and…more
| Family Law, Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

High Net Worth Case Study

Each month we present a real case (names and details changed) in a case study format. In this month's high net worth case study we have the following case facts: John is 48 and recently divorced with two young children. He…more
| Finance & Banking, Taxation, Wills, Trusts, & Estate Planning

High Net Worth Advanced Planning Case Study

Many times clients come to us with complex planning issues that we would like to solve for. Here is a good example of how one couple achieved their goals and objectives through advanced planning using a well thought out process…more
| Education, Insurance, Law Firm Marketing, Taxation, Wills, Trusts, & Estate Planning

What The Current Estate Tax Law Means For Advisors

Never before has collaboration become so important in meeting the needs of high net worth clients. Faced with so much uncertainty, the most important role of the advising team is to focus on what they can help the client control…more
| Family Law, Insurance, Law Firm Marketing, Taxation, Wills, Trusts, & Estate Planning

Advanced Estate Planning Creates Opportunity

How we help our high net worth clients plan is the difference between success and failure. In this recent case, the advisors successfully came to together with some help from the InKnowVision team to meet the goals and…more
| Insurance, Taxation, Wills, Trusts, & Estate Planning

Advanced Estate and Tax Planning for Art and Other Fine Collections

A composite of studies of trust and estate attorneys, trust officers, and financial planners revealed that: • Fewer than 10% of plans for their clients addressed art, antiques, and collectibles • Fewer than 10% used art assets…more
| Art, Entertainment, & Sports Law, Family Law, Nonprofit Law, Taxation, Wills, Trusts, & Estate Planning

Meyer Family Wealth Goal Achiever - Advanced Estate Planning Case Study

Case Study – James Myer Background James is 64, and a few years ago started up a Consulting Company (Consulting Corp) with his business partner Dave. They have acquired some lucrative contracts over the last couple of years,…more
| Wills, Trusts, & Estate Planning
Areas of Practice
  • Business Development
  • Collaborative Law
  • Financial Services
  • Insurance
  • Training & Education
Number of Attorneys

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