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) […]
December 2, 2017
Revocable Dynasty Trust

Revocable Living Dynasty Trust – Legal Services

Revocable Living Dynasty Trust Revocable Living Dynasty Trust – Legal Services look beyond merely avoiding probate and/or reducing estate taxes.  It is all about what your estate planning is going to do to your family or designated beneficiaries over time.  Not every family needs multi-generation planning.  However, it is often […]
December 2, 2017
Basic Documents

Basic Documents – Legal Services

Basic Documents Basic Documents – Legal Services are the foundation of all Estate Planning.  With few exceptions, everyone over the age of 18 should implement these documents.  Such Basic Documents designate emergency medical and legal decision makers.  Implementing Basic Documents is a key element of “proactive law” – where solutions […]