April 24, 2017
Family Office

Family Office

The Family Office The “Family Office” is a tool that has long been used by the “ultra-wealthy.”  It’s primary function is to consolidate control of family wealth.  Such control is, by its nature, necessarily a business activity.  In other words, the Family Office runs the business of managing the family […]
April 5, 2017
Statements of Wishes

Statements of Wishes

STATEMENTS OF WISHES IDENTIFYING VALUES, CREATING INCENTIVES, ESTABLISHING POLICIES Statements of Wishes Statements of Wishes, or what is sometimes called a Letter of Wishes, have long been used in international trusts and off-shore planning.  Historically they derived from Testamentary Trusts. For decades, we have used them with inter vivos trusts or living […]
March 30, 2017
cryonic suspension trust

Alcor Life Extension Visit

Alcor Visit I recently visited the Alcor Life Extension in Scottsdale, Arizona.  I have a number of clients on their way here to await re-animation.  I was impressed by the attention to detail in the planning and preparation. Cryonic Suspension Trust They have a cryonic suspension trust.  People from all […]
March 27, 2017

Last Will and Testament – Advantages

POUR OVER WILL A Last Will and Testament (“Will“) is one of the basic legal emergency documents needed by everyone eighteen years of age or over. It is an essential part of any estate plan.  Having a Will is part of being an adult.  It is often the source of […]