Business Planning
Abusive Trusts
Abusive Trusts – Danger Signs Because we put together a lot of Trusts, people bring us their Trusts ideas. This is actually a wonderful resource which we welcome. At the same time, some of the ideas that are brought to us are simply bad and even dangerous. Although these are sometimes characterized as abusive trusts,…
Read More500 Year Plan
How many human institutions last 500 years or more? How pretentious is it to presume that we can establish a Trust or a business enterprise without an expiration date, and which at least in theory could last indefinitely? And yet, that is exactly what we seek to do. We help our clients establish “Dynasty” Trusts…
Read MoreEquity Strip Exposed
How To Strip Out Equity The so-called “equity strip” is sometimes promoted as an asset protect device. It is most often used with real estate. However, it can be used with nearly any asset. While an equity strip can have significant asset protection benefits, it also has much less aggressive uses for simple retirement cash…
Read MoreLottery Winner Now What
I Won The Lottery, Now What? We have represented many lottery winners over the years. If you are a lottery winner, “Now what?” is the question on your mind. We approach this question with our clients not just from a legal or financial perspective, but from from the view of its wholistic impact on both…
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