Practice Areas

Asset Protection

  • Domestic and foreign structures
    • Both offshore and domestic asset protection trusts, LLC's and other entities as appropriate, including connections and introductions with offshore and domestic trustees, protectors, bankers, and invest advisors as required to ensure proper implementation, administration, and compliance
  • Pre-marital and pre-divorce planning
    • Negotiation and drafting of pre- and post-marital agreements, asset protection structures, creative use of trusts, and providing counsel on risks associated with ownership structures
  • LGBT family planning
    • Planning for the LGBT community, including cohabitation agreements, wills and trusts, tax planning, civil unions, powers of attorney, etc.
  • Business structuring
    • Planning could include multiple divisions, subsidiary LLC's and corporations,  holding companies, management and expense sharing agreements, and ownership and management succession planning, all with particular attention to isolating risk to the extent practical
  • Special needs and disability planning
    • Our practice includes addressing the needs of both the disabled and the elderly, and includes the use of special needs trusts, OBRA trusts, guardianships, powers of attorney, and other issues unique to these communities
  • Insurance planning
    • Insurance trusts, buy/sell funding, wealth replacement, private placement, key man, charitable gifts, funding solutions
  • Integration with income tax planning
    • The firm began in the 1970's as a tax boutique, and we have never moved far from our roots, applying all of our tax planning skills and experience to the work performed by the firm.
  • Integration with estate plan
    • Asset protection plans are almost always most effective when coordinated with the client's estate and business planning.
  • Coordination and team approach with other integral advisors
    • Working comfortably with other professional advisors, whether as the quarterback or fullback, depending on what is required and appropriate in a given situation
 

Industries Served

  • Automotive Manufacturing & Dealerships
  • Banking
  • Broadcast Media
  • Construction
  • Energy & Utilities
  • Entrepreneur/Start-Up Companies
  • Financial Services
  • Food/Beverage Services & Hospitality
  • Healthcare
  • Information Technology
  • Leasing Companies
  • Manufacturing & Distribution
  • Mortgage Companies
  • Not-For-Profit Organizations
  • Pharmaceuticals
  • Retail
  • Service Companies
  • Shipping & Logistics
  • Specialty Finance
  • Telecommunications
  • Trading Companies
 

Cases

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