Company

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»Integrated Estate Planning

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COMPANY

Our firm is dedicated to providing practical pragmatic solutions to business problems, asset protection and estate planning issues. Whether it is a renegotiation of a contract, forming a new business, planning for prospective creditor suits, or just updating your will, we can help.

Within the realm of legally prudent yet creative and practical solutions, we strive to provide options for our clients. Our attorneys are comfortable irrespective of whether the problem is a complex Asset Protection Structure, an Offshore Business Formation, or a common Commercial Transaction. The firm also has a core competency in integrating the various components of the estate planning process (business ownership/operation, personal wills, family trusts, and respective tax implications) into an integrated estate plan with sensible asset protection components. Our tax counsel, with a focus on estate planning and asset protection, provides a valuable adjunct to the core business and personal planning competencies of the firm.

Related Services:

We can arrange for patent review, copyrights or trademark searches and registration. In selective cases, we may help you place new technology with a suitable development partner.

Offshore Services:

We are active in business formation, integration and leveraging offshore business entities with new or existing asset protection structures in all of the major offshore jurisdictions. We form Offshore International Business Companies (IBC's), Foreign Asset Protection Trusts, and similarly specialized offshore components of Asset Protection Plans. Unlike an offshore service provider located in just one jurisdiction, the objectivity and security of US licensed attorneys gives the client the options and benefits of alternative jurisdiction analysis. In addition, we can provide valuable insight to optimize the US component of any prospective business or asset protection structure.

Our philosophy is a well-defined and executed strategy in the formative stages of any business transaction, or personal asset protection plan is essential to long-term success. With this objective in mind, we help each client clarify its business, legal, and personal objectives. This includes a complete review of practical alternatives and the respective implications (both in the US and Offshore) while designing a particular plan or proposing a transaction. Many times, there are tax or annual maintenance implications to a particular course of action. We then identify those implications for the client, so they may be considered as part of the overall solution. With the client's assistance we then provide a written plan as a blueprint for the steps necessary to protect the client's assets. With the client's approval we then implement the plan.

The Principal of the Firm

THE IRREVOCABLE LIFE INSURANCE TRUST

Life insurance is something that many of us own. For some, it is simply a means to provide additional support for our family. For others, it may play a greater role in overall estate and tax planning. Unfortunately, many people are unaware of the potential tax consequences of how such policies are held, or in some cases who the beneficiaries are. Life insurance proceeds can fall outside of an insured’s estate, which is extremely beneficial from a tax planning perspective. However, this will not always occur, and the ramifications can be extremely costly.

By owning life insurance on their own lives, many people unknowingly risk the possibility of having the proceeds of that policy become subject to estate taxes. When one owns...

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