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Closely Held Business Law and Asset Protection Planning

Closely Held Business Law and Asset Protection Planning
Under our overly complex and sometimes incomprehensible tax system (income, gift, estate and generation skipping tax), dollars earned are often no measure of dollars kept; and furthermore in our hyper-litigious society, the legal form in which an asset is maintained can make the difference between keeping or losing it. Thus, the process of “entitization”, or creating vehicles such as trusts, LLCs, family limited partnerships and corporations to accumulate and protect wealth and to transfer equity to the next generation, has become a focus of wealth preservation planning.

Wealth Protection

 Family Limited Partnerships

Shareholder, Partnership and LLC Operating
Agreements (Buy-Sell)

Formation of LLCs and LLPs

Crummey and Dynasty Trusts

Spendthrift and QTIP Trusts

Irrevocable Life Insurance Trusts

Offshore Trusts

Special Needs Trusts

Rabbi and Secular Trusts

Let’s Talk Business Law and Asset Protection