Estate Planning And Asset Protection Attorney
CurrentAssist business owners in all aspects of estate planning, business succession planning and asset protection. Analyze clients’ family and financial situation to determine overall estate planning and asset protection strategy. Preparation of irrevocable life insurance trusts, intentionally defective grantor trusts, and dynasty trusts to aid clients in estate tax reduction and asset protection strategies. Prepare and fund various business entities including in-state and out-of-state Limited Liability Companies for clients in furtherance of an overall asset protection strategy. Prepare core estate planning documents for clients including living trusts, wills, powers of attorney, health care directives, HIPAA waivers & associated transfer documents. Assist clients in the administration of trusts and decedent estates. Develop critical relationships with centers of influence in related industries and the community at large for the purpose of generating new client referrals. Coordinate, prepare and conduct numerous public speaking engagements on a wide variety of estate planning and business development topics.