Asset Protection

Ensure that probate orders remain enforceable in perpetuity.

Offering a client the ability to more actively guide decisions regarding their estate planning may attract their attention and keep them involved in the process.

This unsettled environment will reward sophisticated, flexible and proactive estate planning.

Clients can pocket profits without paying too much in taxes.

Although the politically driven urgency around tax planning has subsided, it’s still a valuable time to revisit your client’s plan.

Accountings provide valuable transparency as to a fiduciary's management of key assets.

The Houston billionaire is accused of using a slew of trusts and limited liability companies to shelter assets from his wife.

Entrepreneurs plan to build strongrooms in the Bruenig massif.