Legal Services
500 Year Plan
How many human institutions last 500 years or more? How pretentious is it to presume that we can establish a Trust or a business enterprise without an expiration date, and which at least in theory could last indefinitely? And yet, that is exactly what we seek to do. We help our clients establish “Dynasty” Trusts…
Read MoreSPLIT DOLLAR TAX PLANNING: A RETIREMENT PLAN FOR KEY EMPLOYEES AND HIGH NET WORTH EXECUTIVES
SPLIT DOLLAR TAX PLANNING What is a Split Dollar Plan? Employers offer a Split Dollar Plan as a death benefit to Key Employees as an incentive for them to stay on with the Company for a longer period of time. This involves the purchase of cash value life insurance. The “Split” in Split Dollar Plan…
Read MoreCryonic Suspension Trust – Legal Services
Cryonic Suspension Trust – Legal Services Formation of a Cryonic Suspension Trust including but not limited to the following: Attorney time for Consultation and Selection of material options Trust may be Revocable or Irrevocable depending on client objectives and concerns Future Re-animated Self Dynasty Trust provisions Customization as detailed on client specific diagram “Full Tool…
Read MoreBasic 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 are put in place before…
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