Resolving Disputes in Estates with ADR

Father of Resolving Disputes in Estates with ADR

Staying Out of the Courtroom Preventing and resolving disputes concerning your estate may be one of the most important functions of your estate plan.  The reason is simple.  Disputes are perhaps the greatest risk to both your financial wealth, and your family.  Families are naturally resilient, and can recover from most any trouble.  But when…

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Irrevocable Family Fortress Dynasty Trust – Legal Services

Irrevocable Family Fortress Dynasty Trust

Irrevocable Family Fortress Dynasty Trust Irrevocable Family Fortress Dynasty Trust – Legal Services include establishing an an Irrevocable Dynasty Trust outside of taxable estate with provisions for life insurance, multi-generation capital growth and preservation, gifting, and income provisions.  Such a Trust becomes valuable and important in legal planning when 1) the estate is over the…

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Dynasty Estate Planning vs. Estate Planning

Dynasty Estate Planning vs Estate Planning

Typical estate planning focuses on avoiding the problems that arise at the point of death. Dynasty Estate Planning focuses on avoiding the problems that arise next, after avoiding probate and estate taxes. There are seven hallmarks of a Dynasty Estate Plan.

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