Transitions in Asset Ownership and the Human Life Cycle
for Family and Business
- Cost-Effective Tax-Efficient Strategies
- Immediate Goals Balanced against Long-Term Management and Operating Costs
- Excellent Listening Skills, Keen Understanding of Social Dynamics
Pre Nuptial Planning, Second Marriages, Blended Families, New Children/Grandchildren, Divorce Tax Analysis
Asset Management structures for Minors, Disabled Adults, Irresponsible Adults, and the Elderly.
Start-ups, Entity Formation, Partnership/Shareholder Agreements
Asset transactions, Business Purchase/Sale, Mergers
Licensing Agreements, Contracts, Negotiations, Mediation
Succession Planning, Buy Outs, Dissolution, Bankruptcy
Purchase/Sale Agreements, Leases
Entity Formation for holding Real Estate
Wills, Trusts, Probate, Family Limited Partnerships
Urgent Estate planning in hospice, hospital, residential care facility, or your home.