December 2, 2017
Limited Partnership - Legal Services

Limited Partnership – Legal Services

Limited Partnership (LP, LLP, LLLP) With rare exceptions, when we form a LP, we prepare complete documentation as needed for the LP to operate, function, and carry out its intended business purposes.  Often, a Business Limited Partnership will operate as a “Family Bank” and serve as a parent entity to […]
December 2, 2017
Irrevocable Family Fortress Dynasty Trust

Irrevocable Family Fortress Dynasty Trust – Legal Services

Irrevocable Family Fortress Dynasty Trust Irrevocable Family Fortress Dynasty Trust – Legal Services include establishing an an irrevocable life insurance and asset preservation trust with dynasty, gifting, and income provisions.  Such a Trust becomes valuable and important in legal planning when 1) the estate is over the estate tax threshold, 2) […]
November 21, 2017
LLC

LLC – Legal Services

Limited Liability Company (LLC) With rare exceptions, when we form an LLC, we prepare complete documentation as needed for the LLC to operate, function, and carry out its intended purposes.  Forming an LLC – Legal Services will generally include the following: Attorney time for Consultation, and Selection of Jurisdiction and […]
August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]