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Just a few areas we can help you with:
- Conveyancing
- Condominium Creation and Amendment
- Association Corporation Creation
- Purchase
and Sale of Real Estate
- Commercial Leasing Drafting, LOI, Amendment
- Fractional Interest Creation and Amendment
- Encroachment
- Title Issues
- Co-Tenancy Agreements
- Development Agreements
- Land Use
- Easement
Creation
- Notary
- Preparation of individual, trust and estate tax returns
- Wills and Powers of Attorney
- Living
Trusts
- Retirement and Estate Planning Strategies
- Re-Titling Assets into Trust
- Asset Protection Planning
- Advanced Estate Planning Strategies and techniques include the following:
- Charitable Remainder Trusts (CRTs) to secure a planned income stream, structure tax savings, pass significant wealth
to your loved ones and benefit the charities of your choice.
- Grantor Retained Annuity Trusts (GRATs) to establish
a specific personal revenue stream while creating a vehicle to transfer wealth during your lifetime (using leverage available
under the Internal Revenue Code).
- Family Limited Partnerships (FLP) and Limited Liability Companies (LLC) to
hold various assets and devise discounted gifting plans while retaining influence and management over those assets.
- Irrevocable
Life Insurance Trusts (ILIT) which provide for insurance proceeds to be received by your heirs, estate and income tax free
so as to provide liquidity to pay for death expenses and estate tax.
- Intentionally Defective Grantor Trusts (IDGT)
a trust that is excluded from your estate for federal tax purposes, yet owned by you for income tax purposes.
- Qualified
Personal Residence Trusts (QPRT) allows you to give away your home or vacation home at a discount, freeze its value for estate
tax purposes and still continue to live in it.
- Domestic Asset Protection Trusts (DAPTs)
- We welcome the opportunity to work closely with your company’s financial advisors, attorneys,
CPAs, CFOs and whomever else you view as
a trusted advisor. We can provide you with all of the following business planning
services. - Entity selection and formation
- Contract preparation and review
- Sales and acquisitions of business concerns
- Shareholders and partnership agreements
- Strategies for structuring capital investments and infusion of capital
- Exit and succession planning strategies
- Non-profit Formation and 501c(3) Charitable Foundations
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