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List of Forms

Table of Contents

List of Forms by Chapter

Chapter 1 — Why Is Asset Protection Planning Important?

Chapter 2 — Practical and Ethical Considerations

Chapter 3 — Fraudulent Transfers

Chapter 4 — Bankruptcy Considerations for Asset Protection Planners

Chapter 5 — Protecting Family Assets

Chapter 6 — Drafting Considerations for Trusts

Chapter 7 — Planning for Exempt Assets

Chapter 8 — Protecting Business Assets

Chapter 9 — Domestic Asset Protection Trusts

Chapter 10 — Using Offshore Trusts for Asset Protection Planning

Authors

Brian M. Bentrup
Brian M. Bentrup
Brian M. Bentrup is a Partner at MacDonald, Lee & Senechalle, Ltd., where he focuses on estate planning, probate, trust administration, guardianships, and commercial real estate. He is a member of the Illinois State and Missouri Bar Associations, the Lake County Estate Planning Counsel and former Executive Counsel for the Young Lawyers Section of the Chicago Bar Association. Mr. Bentrup received his BA and BS from Loyola University Chicago and his JD from the University of Illinois Chicago School of Law.
Kathleen Eggers Buchar
Kathleen Eggers Buchar
Kathleen Eggers Buchar is Assistant General Counsel at The Northern Trust Company’s Chicago office and is a member of its Trust Counsel Practice Group. She is a member of the Chicago Bar Association and the American Bar Association’s Real Property, Trust and Estate Section, and she is a speaker on trusts and estate topics for IICLE^®, the Chicago Estate Planning Council, and the CBA. She received her BS magna cum laude from Truman State University and her JD cum laude from the University of Michigan Law School.
Tejal S. Desai
Tejal S. Desai
Tejal S. Desai is a Partner at Howard & Howard Attorneys PLLC in Chicago, where she focuses her practice on creditors’ rights and business transactions. She is a member of the Chicago, Illinois State, and Indiana State Bar Associations. Ms. Desai earned her BS with high distinction from Iowa State University and her JD from the DePaul University College of Law.
Alyx P. Durachta
Alyx P. Durachta
Alyx P. Durachta is an associate at Levenfeld Pearlstein, LLC, in Chicago, where she focuses on trusts and estates. She is a member of the Chicago Estate Planning Council. Ms. Durachta received her BS from Indiana University-Purdue University Indianapolis and her JD from the University of Illinois Chicago School of Law.
William A. Ensing
William A. Ensing
William A. Ensing is Of Counsel to Buckley Fine, LLC, in Barrington, where he focuses on domestic and international asset protection and estate planning. He is a member of the American, Illinois State, Lake County, Northwest Suburban, North Suburban, and Chicago Bar Associations, the Society of Trust and Estate Practitioners, the Offshore Institute, and WealthCounsel. Mr. Ensing received his BA from Lake Forest College and his JD from the Chicago Kent College of Law.
Linda S. Fine
Linda S. Fine
Linda S. Fine is a Managing Partner at Buckley Fine, LLC, in Barrington and Chair of the firm’s Estate Planning practice group. She focuses on estate planning, estate and gift tax, business succession, and estate and trust administration. She is an Illinois Super Lawyer (2024) and a Leading Lawyer (2024) and is listed on Crain’s Most Notable Women in Law (2024). Ms. Fine received her BA from the University of Illinois Urbana-Champaign and her JD from the Chicago-Kent College of Law.
Margot Gordon
Margot Gordon
Margot Gordon is Of Counsel to the Monahan Law Group, LLC, in Chicago, where she focuses on estate planning and trust administration. She is a member of the Chicago Estate Planning Council. Ms. Gordon received her BA from the University of California-San Diego and her JD from the University of Chicago Law School.
Steven L. Kriz, Jr.
Steven L. Kriz, Jr.
Steven L. Kriz, Jr., is a Partner at Levenfeld Pearlstein, LLC, in Chicago, where he focuses on trusts and estates. He is a Board Member of the Chicago Estate Planning Council and a member of the American College of Trusts and Estates Counsel and is admitted to practice before the United States Tax Court. Mr. Kriz received his BA from the University of Illinois Urbana-Champaign, his LLM in tax from the Northwestern Pritzker School of Law, and his JD from the University of Illinois Chicago School of Law.
Alfred S. Lee
Alfred S. Lee
Alfred S. Lee is an attorney at MacDonald, Lee & Senechalle, Ltd., where he focuses on estate planning and administration and asset protection. He is a member of the American Bar Association, the Estate Planning Committee of the Kingdom Advisors, and the Christian Legal Society. He received his BA from Dartmouth College, where he was a Presidential Scholar, and his JD from the University of Notre Dame.
Shannon B. Miloch
Shannon B. Miloch
Shannon B. Miloch is an associate at Kilpatrick Townsend & Stockton LLP in Chicago, where she focuses on trusts and estates. She is a member of the Chicago Estate Planning Council. Ms. Miloch received her BA from the University of Kentucky and her JD from the Loyola University Chicago School of Law.
James E. Morgan
James E. Morgan
James E. Morgan is an attorney with Howard & Howard Attorneys PLLC, in Chicago, where he focuses on bankruptcy and litigation. Mr. Morgan is a member of the Chicago Bar Association and the American Bankruptcy Institute. He was named an Illinois Leading Lawyer in 2014 – 2025. Mr. Morgan received his BS with high distinction and departmental honors from Indiana University Bloomington and his JD cum laude from Indiana University Bloomington Maurer School of Law, where he was Associate Editor of the Indiana Law Journal.
Amy E. Orlando
Amy E. Orlando
Amy E. Orlando is an attorney at Monahan Law Group, LLC, in Chicago, where she focuses on guardianship, elder law, and probate. She is a member of the Chicago Bar Association and a volunteer at Chicago Volunteer Legal Services. Ms. Orlando received her BS from Illinois State University and her JD from the University of Chicago Law School.
Stephanie N. Ross
Stephanie N. Ross
Stephanie N. Ross is an associate at Levenfeld Pearlstein, LLC, in Chicago, where she focuses her practice on trusts and estates. She is a member of the Chicago Estate Planning Council and a Licensed Attorney and Counselor of the Supreme Court of the United States. Ms. Ross received her BA and JD from Loyola University Chicago.
Sandra M. Schildgen
Sandra M. Schildgen
Sandra M. Schildgen is a Partner at Wilson & Wilson Estate Planning & Elder Law LLC in Deerfield and LaGrange, where she focuses on elder law, estate planning, Medicaid eligibility planning, and trust and probate administration. She is the President-Elect of the Veterans’ Legal Aid Society of Illinois and a former board member of Life’s Plan, Inc. Ms. Schildgen received her BA from Columbia University and her JD from the University of Iowa College of Law.
Ronald Schreiber
Ronald Schreiber
Ronald Schreiber is a Partner at Seyfarth Shaw LLP in Chicago, where he concentrates in trusts and estates. He also has extensive experience with business succession planning, planning for disability, charitable planning, generation-skipping tax planning, prenuptial agreements, and guardianships for adults with disabilities and minors. He has been chosen as a Leading Lawyer and is a member of the Chicago Estate Planning Council and the Chicago and Illinois State Bar Associations. Mr. Schreiber received his BA magna cum laude from Queens College of the City University of New York and his JD from the University of Chicago Law School.
Hannah L. Werner
Hannah L. Werner
Hannah L. Werner is an associate at MacDonald, Lee & Senechalle, Ltd., where she focuses on estate planning, probate, and trust administration. She is a member of the Illinois State Bar Association and the Lake County Estate Planning Counsel and Co-Editor in Chief of the Chicago Bar Association’s @theBar. Ms. Werner received her BA from Auburn University and her JD from the Chicago-Kent College of Law.
Jeffrey A. Zaluda
Jeffrey A. Zaluda
Jeffrey A. Zaluda is a Partner at Kilpatrick Townsend & Stockton LLP in Chicago, where he focuses on wealth preservation, estate planning and administration, fiduciary counsel and litigation, business planning, asset protection planning, and philanthropic planning and deployment of capital for social impact. He is a Fellow of the American College of Trust and Estate Counsel, a Leading Lawyer in 2023 – 2025 for Trust, Will, and Estate Planning Law, and an Illinois Super Lawyer in 2010 – 2021 and 2023 – 2025 in Estate Planning and Probate Law. Mr. Zaluda received his BA from the University of Massachusetts and his JD from the American University Washington College of Law.

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Asset Protection Planning 2025 Edition

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Brian M. Bentrup

Kathleen Eggers Buchar

Tejal S. Desai

Alyx P. Durachta

William A. Ensing

Linda S. Fine

Margot Gordon

Steven L. Kriz, Jr.

Alfred S. Lee

Shannon B. Miloch

James E. Morgan

Amy E. Orlando

Stephanie N. Ross

Sandra M. Schildgen

Ronald Schreiber

Hannah L. Werner

Jeffrey A. Zaluda

Asset Protection Planning 2025 Edition