We design and implement domestic and offshore asset protection plans to guard against potential liabilities.
Our estate planning techniques are specifically designed to maximize wealth, minimize taxes, plan for future generations, pass on values and protect beneficiaries.
We have handled the administration of hundreds of estates for over 40 years and have the knowledge, experience and network of professionals necessary to guide our clients through the complex probate process.
By combining innovative strategies in the areas of asset protection, income and estate tax planning, business and succession planning, and real estate law, we approach planning for non-US citizens/residents similar to how we approach planning for our US-citizen clients.
While business succession can be a relatively simple process, we do caution our clients regarding passing their businesses into the hands of ill-prepared successors.
For most individuals, families and business owners, real estate represents a major part of their total overall net worth.
Comprehensive knowledge of Trust law and the tax ramifications associated with Trust funding and distribution enable our clients and beneficiaries to obtain the best service in this complex area.
Without some serious tax-planning, millions of dollars every year that could be redirected to family and favorite charities will go straight to the IRS.