Design and counsel families on the optimum legal structures and moves to avoid unnecessary taxes, probates, legal proceedings, and other avoidable problems.
Involve, train, and coordinate a team of advisors, including an accountant, banker, financial planner, life insurance underwriter, and property and casualty insurance underwriter.
Assist clients in locating attorneys for specialty areas.
Prepare to avoid lawsuits within or outside the family; to mediate, arbitrate or otherwise assist in settling disputes without lawsuits.
Prepare mortgages, deeds of trust, contracts for sale, security agreements, promissory notes, and other commercial or collateral agreements.
