Asset Protection, Advanced Estate & Business Planning
Firm Profile

Advanced legal planning law firm helping small business owners, professionals, real property owners, and high net worth clients structure their companies and personal assets so they are protected from predatory lawsuits, unnecessary taxes, probate, company and family disputes, and other life crisis events.

Some of our innovations include the Preventive Law strategy of minimizing risk before problems occur, the Legal Architecture method of diagramming both simple and complex client structures to increase client understanding, the Integrity Agreement approach to creating harmony in families and businesses, and holistic planning to integrate estate, business and asset protection tools in order to maximize wealth preservation and minimize taxes and disputes.

Our aim is to provide our clients with cutting edge legal plans that optimize wealth preservation, grow their businesses, and minimize disputes and taxes.

We are recognized as experts in the area of estate, business and asset protection planning by our clients, our professional colleagues and the public at large. We are commonly asked to publish, speak, and present educational seminars for the benefit of other legal planning professionals such as attorneys, CPA's and financial professionals, as well as the general public.

We Provide these services: Asset Protection, Partnerships, Limited Liability Companies, C Corporations, S Corporations, Estate Planning, Revocable Living Trusts, Irrevocable Trusts, Wills, Buy-Sell Agreements, Sale/transfer of Family Business, Pre and Post Marital Agreements, Estate Tax Planning, Charitable Remainder Trusts (CRUT's), Grantor Retained Annuity Trusts (GRAT's), Family Foundations, Multi-Generational Dynasty Trusts, Legal Audits, Legal Architecture and Diagramming

Click on the links below for more information on what we do and how we do it.