Critical Guidance for Peace of Mind
Estate
Planning
Trusts, wills, tax and succession planning, relocating to another state for retirement, asset transfers
Financial Forensic Investigations
Tax return and financials analyses, tracking money trails, site visits and interviews, true ownership determinations
Business
Entities
Corporations and LLCs, initial organization and restructuring, annual compliance for continued protection, exit strategies
Mergers &
Acquisitions
Due diligence, asset purchase agreements, stock purchase agreements, purchase price determinations
Asset
Protection
Foreign multi-series LLCs, tenancy by the entirety, irrevocable life insurance trusts, qualified personal residence trusts, spousal lifetime access trusts
