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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LLC – Legal Services

LLC

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.  The exact structure of the LLC will be shown on your custom Legal Architectural Diagram.  Forming an LLC – Legal Services will generally include the…

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Family Office

Family Office

The Family Office The “Family Office” is a tool that has long been used by the “ultra-wealthy.”  It’s primary function is to consolidate control of family wealth.  Such control is, by its nature, necessarily a business activity.  In other words, the Family Office runs the business of managing the family wealth.  In today’s world, the…

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Statutory Agent or Registered Agent Options

Statutory Agent A “statutory agent” or “registered agent” is an agent located within the state to receive service of process and notice or demand required or permitted by law on behalf of a company or entity. It is the law in all states that every business entity must designate a person or qualified entity to…

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