In addition to the core services to most of our clients that are described on the previous page, we also provide more advanced Asset Protection and Wealth Transfer Planning services to a limited number of clients with whom we work closely in ongoing relationships.

Asset Protection Audits:  Risk Identification

Asset Protection Plans

Asset Protection Trusts:  Domestic and Foreign

Asset Title Changes

Business Entities and Layered Business Entities

Exempt Accounts and Products

Privacy Protection

Advanced Transfer Tax Plans

Business Succession Plans

Charitable Plans

Disability and Long Term Care Plans

Dynasty Plans

Family Office Plans

Generation-Skipping Plans

Multi-Generational Plans

Special Needs Plans

Privacy Protection