Our Areas of Focus:
Asset Protection Planning; Estate Planning (Contact Us if you are a lawyer and have a case to co-counsel with us.)
International Trusts and Estates
Business Transactions; Business Planning
Real Estate Acquisition and Syndication
Expert Witness Services - Asset Transfers; Trust Matters
Trust Administration; Trust Services
Income, Gift and Estate Tax Matters
U.S. Taxation of Foreign Entities
Tax Filings and Tax Compliance
Special Needs Planning; Planning for Persons with Disabilities
Analyze the Potential and Options for Asset Recovery Actions
Moving Abroad; Moving Assets Abroad
Expatriation and Exit Tax Planning
Seminars & Events:
NMS Management, The Family Office Forum - "Asset Protection: A Critical Part of Any Estate Planning"
Palm Beach, Florida
Centennial Estate Planning Council -
Los Angeles Estate Planning Council - "Asset Protection Planning Through Foreign and Domestic Trusts: State-of-the-Art for 2014"
Los Angeles, California
CLE International -
Florida Bar Annual Wealth Seminar -
San Antonio Estate Planning Council - "Asset Protection Planning Through Foreign and Domestic Trusts: State-of-the-Art for 2014"
San Antonio, Texas