Business Planning

  • Business Tax Planning
  • Succession Planning
  • Executive Compensation

Family Wealth Planning

  • Executive Compensation
  • Deferred Compensation
  • Buy Sell Agreement
  • Captive Insurance Company
  • Private Placement Annuities
  • Defined Benefit Pensions

International Wealth

  • Immigrant Wealth Planning
  • Global Trust Coordination
  • Foreign Trust Planning
  • Foreign Ownership of US Property
A Combination of Tools

Financial

  • Executive Compensation
  • Deferred Compensation
  • Buy Sell Agreement
  • Captive Insurance Company
  • Private Placement Annuities

Trusts

  • Asset Protection Trust
  • CA Private Retirement Plan Trust
  • Irrevocable Life Insurance Trust
  • Revocable Trust
  • Dynasty Trust
  • Charitable Trust
  • Qualified Personal Residence Trust
  • Grantor Retained Trust
  • Defective Grantor Trust
  • Spousal Lifetime Access Trust

Insurance

  • Private Placement Life Insurance
  • Executive Disability Insurance
  • Key Man Insurance
  • Split Dollar Life Insurance
  • Corporate Owned Life Insurance
  • Offshore Life Insurance
  • Premium-Financed Life Insurance