Integrating Insurance & Trust Law: Case Study Video
Protect US Real Estate: Utilize LLCs, Homeowner Insurance, and Umbrella Insurance.
Case Study
The Successful U.S. Business Owner Case
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Protect Business: Recommend Employment Practices Liability Insurance and Directors & Officers Insurance.
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Wealth Succession: Setup and Fund Irrevocable Life Insurance Trusts.
The Wealthy Foreigner Investing in the U.S. Case
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Protect Real Estate & Tax Planning: Create Delaware Trusts and LLCs.
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Wealth Planning: Design Life Insurance and Annuities Policies with Principal or Death Benefit Guarantees.
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Tax Planning: Negotiate Custom Private Placement Life Insurance Policies to Invest in Hedge Funds Tax-Free.
The Business Enterprise Case
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Protect Business: Negotiate Custom Patent Insurance and Accounts Receivable Insurance to Safeguard the Company’s Assets.
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Protect Business: Recommend Employment Practices Liability Insurance and Directors & Officers Insurance.
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Wealth Succession: Setup and Fund Irrevocable Life Insurance Trusts.