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Asset Protection Planning Minimizing the client's risk from civil litigation, bankruptcy, divorce, or criminal penalties through structured asset holdings. International Planning Counseling the client on cross-border wealth planning and probate issues. Probate Representing the client in probate, administration, ancillary probate, or similar court matters. |
Tax Planning Minimizing, deferring, or otherwise managing the client's estate, gift, or income taxes. Trusts Transferring legal ownership of the client's assets to Trusts for estate planning purposes. Wills Arranging for control and disposition of the client's wealth, health, and bodily remains upon the client's incapacity or death. |