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 Scott Hamilton,
CEO
BUSINESS
HISTORY
Scott
Hamilton is the CEO of InKnowVision, LLC, a design and tax strategies
company dedicated to providing tax planning and consulting to the
clients of attorneys, CPA firms and financial professionals throughout
the country. Scott had a traditional law practice for over 20 years with
an emphasis in the areas of estate and income taxation. As part of
InKnowVision Design, he now collaborates with other professionals on
clients who have an average net worth of over $20M. The company’s
largest planning engagement to date has been with a real estate client
whose assets had a total market value in excess of $500M and whose net
worth was estimated last year to be in the $200M range. In 2003,
InKnowVision, LLC, created a national program for attorneys, CPAs and
financial planners devoted to planning issues for clients with
significant wealth. This program draws its membership from the fields of
law, accounting and finance and brings nationally known experts into a
collaborative workspace allowing them the opportunity to share their
best practices with our members. The faculty includes tax and estate
planning partners of some of the country’s most respected law firms. In
addition, speakers also include experts from non-legal fields
specializing in areas of importance to clients of significant wealth,
including family business, mergers and acquisition and small business
issues.
EDUCATION AND PROFESSIONAL ACCREDITATION
Scott
Hamilton graduated from Western New England College with a B.A. in
Political Science in 1979. He took his law degree from Western New
England School of Law, in 1982. He is a Fellow of the Esperti-Peterson
Institute Masters Program in Wealth Strategies Planning since 1998. He
was admitted to practice in Massachusetts in 1983 and admitted to
practice in the Federal District Court and the Federal Tax Court in the
same year.
PRESENTATIONS
Presentations to national groups of tax attorneys include: Alternatives
to FLPs in light of Strangi and Kimball, Southern California Institute,
San Diego, 2005 Installment Sales to IDITs and Alternatives to FLPs in
light of Strangi and Kimball, Hilton Head (SC), 2004 Planning Issues for
the Large Case, Chicago & Wilmington (DE), Capital Trust Company of
Delaware, 2003-2004 Advanced IRA Planning Strategies-Beyond The “Stretch
Out”, Hilton Head (SC) & Jackson Hole (WY), 2001-2002 Installment Sales
to IDITS, an Alternative to GRATS, Boston, Chicago, Kansas City (MO),
Nashville, Seattle, 1999-2003 Private Annuities & SCINs La Jolla (CA) &
Tucson (AZ), 1997-1998 Practical Skills, A Basic Estate Planning Course
for Lawyers, Boston, 1997 Marketing To Stock Brokers, Tucson (AZ) 1996
BOOKS AND PUBLICATIONS
Scott
Hamilton is a contributing author to two estate planning books,
Generations (1999) and Legacy (1997), The Esperti-Peterson Institute,
Denver, CO. "Planning for Large IRAs," Commerce Clearing House Journal
of Practical Estate Planning, October/November 2002, reprinted 2003.
"Applying Valuation Strategies to IRAs," Aspen Publishers (A Panel
Publication) Distribution Advisor, December 2002. "Restricted Management
Accounts," Commerce Clearing House Journal of Practical Estate Planning,
December 2002. Using Guarantees with IDGTs, Fall, 2000. Review articles
for Cutting-Edge Current, Esperti Peterson Academy of Multidisciplinary
Practice: "Does the New Alaska Trusts Act Provide an Alternative to the
Foreign Trust?" 1998, and "Transfer Tax Issues Raised by Crummey
Powers," 1999.
(630) 596-5090
info@inknowvision.com
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