Estate Planning and Asset Protection

• Prepare and process wills, living wills, durable general powers of attorney, and health care powers of attorney.
• Prepare and process revocable living trust (ABQD or AB or single grantor) and related tax and other documents with all special provisions.
• Prepare and process irrevocable trusts for life insurance and for the splitting of income to minors.
• Prepare and process all documentation necessary for private annuities, installment sales, and other freezing techniques.
• Advise and counsel on how to document a family¹s financial status to qualify them for lines of credit or loans.
• Advise on how to integrate multi-generational families so as to minimize taxes and problems.
• Set up family partnerships.
• Set up uniform gifts to minors structures.
• Handle all transfers of assets from individuals to trusts or to businesses.
• Prepare and implement pre-marriage agreements, post-marriage agreements, or divorce agreements to clarify, simplify, and organize the spousal relationship.

Related Preventive Law Studies

• The 14 Pillars for Family Survival
• The Basic Legal Emergency Documents for Everyone in the United States 18 and Over
• Consolidated Liquid Asset Management Account (CLAMA)
• Create a Successful Family Dynasty
• The Family Constitution
• The Family Fortress Dynasty Trust and the Revocable Living Trust
• How to Untangle the Tangle: How to Handle Gifting of Partnership Interests with Multiple Assets to Minimize Appraisal Costs
• The Ideal Estate and Asset Protection Plan for the Successful Family
• The Indemnity Agreement Gives Legal Protection to People Involved In Families, Businesses and Charities
• Information for Families and Businesses on the Confidentiality Agreement
• Use of a “Capstone Pillbox” to Protect the General Partnership Interest of a Limited Partnership and Provide Additional Benefits
• Symbols and Abbreviations Used in Legal ArchitecturalBlueprints for Business, Estates and FoundationsBy:
• Client Care Commitment Policy
• Charting Progress With Your Financial Instrument Panel
• How to Untangle the Tangle: How to Handle Gifting of Partnership Interests with Multiple Assets to Minimize Appraisal Costs
• Benefits Of Maintaining Client Originals In Attorney’s Fireproof Safe – A Special Preventive Law Service: Keeping Your Most Important Documents Safe
• Advantages Of The Six Generation Family Fortress Dynasty Trust (FFDT): Building Your Family Fortress

• Checklists

• Checklist of Common Mistakes in Durable General Power of Attorney
• Checklist of Common Mistakes in an Irrevocable Trust
• Checklist of Common Mistakes in a Living Will
• Checklist of Common Mistakes in a Revocable Trust
• Checklist of Common Mistakes in a Will

• FAQs

• FAQs: The Babysitter Consent Form
• FAQs: Durable General Power Of Attorney
• FAQs: Durable Mental Health Care Power of Attorney
• FAQs: Integrity Agreement
• FAQs: Last Will and Testament
• FAQs: The Living Will
• FAQs: Revocable Living Trust
• FAQs: Durable Mental Health Care Power of Attorney (aka “Advanced Instruction on Mental Health Treatment”)
• FAQs: Authorization for Release of Health Care Records Pursuant to HIPAA and Other Laws
• FAQs: Durable Medical Power Of Attorney
• FAQs: About the “Statement of Wishes”
• FAQs: Funeral and Burial Instructions

Legal Architectural Blueprints

• The Ideal Family Fortress Dynasty Trust
  Set Up As Irrevocable Trust ("Symington Trust")
• The Ideal Living Family Fortress Dynasty
  Trust Revocable Before Death of First Spouse
• The Ideal Family Fortress Dynasty Trust
  (Now Irrevocable) After One Spouse Has Died
• The Ideal Living Family Fortress Dynasty Trust
  (Now Irrevocable) On Death of Both Grantors
• The Optimum Business Structure
• Wealth Protection Plan At-a-Glance
• Basic Legal Emergency Documents
  with Funded Revocable Family Fortress Dynasty Trust & Irrevocable Family Fortress Dynasty Trust
• Basic Legal Emergency Documents
  with Funded Revocable Family Fortress Dynasty Trust
• The Ideal Operating Foundation
• The Standard Legal and Financial Goals
  for Our Clients and for the Future and Past Generations of Their Families