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Attorney and Counsellor at Law

Samuel Collins

Sam was raised in the small town of White Hall, Illinois, in a farming family, and has been a licensed attorney since 2004. In his first few years of practice, Sam saw firsthand that many estate plans did not work the way they were intended. This led to his desire to focus his legal career extensively in the areas of results-oriented estate planning and trust administration in a firm that shared similar values to his own. The reputation of the Estate Planning Center, the Lifespan™ commitment to “Plans that Work,” and Curt Ferguson’s expertise drew him to pursue a career with The Estate Planning Center and relocate to the Salem area in 2011. Sam’s focus is in trust and estate settlement, and wealth reception—helping families to secure all the benefits of estate planning after a death.

LICENSURE/MEMBERSHIPS:
  • Attorney licensed in Illinois and Missouri (Illinois 2004; Missouri 2020)
  • National Network of Estate Planning Attorneys (NNEPA) (Since 2011)
  • Co-Chair of Trust Administration and Settlement Process Team, NNEPA (2014 to present)
  • Graduate of Advanced Estate Planning Strategies and Implementation, NNEPA (2015)
  • Certified Trust and Fiduciary Advisor (CTFA) – American Bankers Association ® (Since 2019)

 

INSTRUCTOR/CONTRIBUTIONS:
  • American Taxpayer Relief Act (ATRA) Game Changers: 2013 Spring NNEPA Collegium, Indianapolis, IN (co-presenter with attorney Curt W. Ferguson)
  • It’s Not About (Those) Taxes: Legal Keynote Speaker on innovative techniques to obtain basis adjustments to credit shelter trusts, at the 2013 Fall NNEPA Collegium, Orlando, FL (co-presenter with attorney Curt W. Ferguson)
  • Settlement Process-Start to Finish: 2013 Fall NNEPA Collegium, Orlando, FL
  • Trusts as IRA Beneficiaries: 2014 Fall NNEPA Collegium, Reno, NV
  • Estate Tax Return Preparation- Reporting Powers of Appointment and Second “Step Up” Issues:  2016 Spring NNEPA Collegium, Indianapolis, IN
  • Trust Settlement and Administration:  2016 Fall NNEPA Collegium, Reno, NV.  Comprehensive, two-day workshop for attorneys and paralegals on trust settlement and administration, combining process, best practices, and legal/technical.
  • Tax Efficient Irrevocable Trusts- Refresher on IRC 678 Withdrawal Right and General Powers of Appointment:  2018 Spring NNEPA Collegium, Indianapolis, IN
  • Resolving Closely Held Business Interests During Settlement: 2018 Fall NNEPA Collegium, Indianapolis, IN
  • Main Principals of Trusts/Marital Trusts in a Nutshell:  Authored sections for the National Business Institute and presented on subject topics at a day-long continuing education event, 2019, Carbondale, IL
  • Estate Planning:  Where to Begin and Revocable Living Trusts:  Authored sections for the National Business Institute and presented on the subject topics at a day-long continuing education event, 2020, Collinsville, IL
  • Family Trusts, Marital Trusts, Illinois Trust Code, and Living Trusts:  Presented on subject topics at a day-long continuing education event for Community Bankers Association of Illinois, 2021, Springfield, IL
  • Family Dispute Resolution in Trust Settlement Process: 2021 Fall NNEPA Collegium, Reno, NV
  • Basics of Trust Settlement & Administration Part 1:  2022 Winter NNEPA Collegium, Orlando, FL. Comprehensive two-day workshop for attorneys on estate settlement and trust administration, covering a wide range estate settlement issue, including income and estate tax considerations
  • Closely Held Businesses in Trust and Estate Settlement: 2022 Winter NNEPA Collegium, Orlando, FL
  • Basics of Trust Settlement & Administration Part 2:  2022 Fall NNEPA Collegium, Indianapolis, IN. Half day workshop building on topics introduced in Part 1, covering estate settlement issues regarding trust termination, powers of appointment, and wealth reception in trust. 
  • How to Use Trusts To…. Authored presentation materials and lectured on the following comprehensive topics in Webinar format:  use of various types of trusts to decrease taxes, and use of trusts to manage inherited assets.  Presented for the National Business Institute, 2023.