Fraudulent Conveyance

Fraudulent Conveyance

What is a Fraudulent Conveyance? First, a fraudulent conveyance has nothing to do with “fraud” per se.  A fraudulent conveyance is an asset transfer that is voidable.  In other words, the transfer can be undone or clawed back in order to satisfy a creditor’s claim.  “Clawing back” a transaction is like pulling a nail out…

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Charitable Remainder Trust

Charitable Remainder Trust

A Charitable Remainder Trust is a way to give something to Charity in the future, while retaining the income during one’s lifetime. There are different types. The Numbers let you know if it will work for you. Timing is everything. The charity can be your own Family Foundation

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Probate For Personal Representative – Legal Services

Probate

Probate for Personal Representative. When we represent the Personal Representative in a Probate Matter, fees will be a combination of Fixed Fees and Hourly.  The total legal fees for a probate can vary dramatically depending on many factors. The complexity and value of assets and family conflict are the biggest contributors to higher fees.  To…

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Legal Architectural Diagram – Legal Services

Legal Architectural Diagram

In general, we prepare a detailed Legal Architectural Diagram for all or most of our clients.  This diagram will show family members, entities, structures, ownership, assets, advisors, and related parties associated with planning.  It will also generally detail specific objectives and concerns that drive the various planning options.  The diagram may also show future entities…

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