Wealth Management
and Asset Protection
We assist our clients in protecting their wealth, including creditor protection. We consider our clients goals and desires regarding their needs, lifestyle, philanthropy, control and transfers to future generations. We utilize both basic and sophisticated powerful tools to implement wealth transfer alternatives, which meet our clients goals and desires and are also very mindful of applicable taxes.
Our services in this area include:
- Asset Protection issues
- Elder and Disability Planning
- Estate Planning
- Gifting and Other Transfers of Family Businesses and Other Wealth
- Ownership and Management Succession
- Trust and Estate Administration
Representative Engagements
- Developed estate plan for clients with assets in several states including wills, grantor trusts, irrevocable life insurance trust, family limited partnership, and powers of attorney for property and healthcare.
- Developed estate plan for clients with assets located in various states an estate plan which included intentionally defective grantor trusts, wills, declarations of trusts, powers of attorney.
- Represented clients in the transfer of ownership of their closely held business to some of their children, while making other arrangements for wealth transfer to other children. The transaction included employment agreements for clients and appropriate wealth transfer documentation.
- Represented client in the transfer of business interests to trusts benefiting certain of his descendants using self-canceling installment note.
- Represented clients in transferring portions of closely held business using family limited partnership.
