The appropriate Estate Plan will protect the value of your assets and avoid probate, inheritance and other taxes on the transfer of assets.
I will advise you on the appropriate Estate Plan and how to use the Estate Plan provided to achieve your goals.
Typical Estate Plans:
Living Trusts (Revocable Trusts)
AB Trusts (Husband and Wife / Relationship Partner Revocable Trusts)
Non Revocable Trusts
Generation Skipping Trusts
Other Tax Advantage Trusts
Contact me to discuss planning your estate and preparing the appropriate Estate Plan to reach your goals.
BUSINESS ENTITY FORMATION:
The appropriate Business Entity Formation will separate your business assets and liabilities from your personal and family assets and liabilities. This separation will protect your personal assets from liabilities arising out of your business and vice versa. In addition, certain Business Entities have tax and other financial advantages that may be advantageous. I will analyze your situation and advise you on the appropriate Business Entity.
It is important to understand that the formation of a Business Entity alone will not grant a person or business the above protections. The Business Entity must stay in compliance with local and federal rules regarding the Business Entity. I will analyze your situation and advise you and your business as to how to stay in compliance so that the protections sought are in place.
Typical Business Entities:
Limited Liability Companies ("LLCs")
Contact me to discuss forming the appropriate Business Entity to achieve your goals.
Sometimes, litigation is required to protect you, your name, your assets, your family, your business.
I have 19 years experience in litigation:
If I am involved early in the collections process, my clients often receive a higher return than if we are not contacted until litigation is necessary. I have 19 years experience in litigation and collections that we put to use on your behalf. If you are owed moneys, contact me to develop a plan for collection.
Recovery against a Bankruptcy Debtor: If a debtor files bankruptcy in an attempt to avoid a debt owed, that debt is not automatically terminated. Often, debtors have sufficient assets to pay all or some of the debts owed. I have the experience to analyze and develop a plan for collection even in bankruptcy court. If a debtor files bankruptcy on a debt owed you, contact me to develop a plan for collection.
Adversary Actions: If a debtor pays you money owed before it files bankruptcy, a Trustee may seek reimbursement of the moneys the debtor paid you in an adversarial action. I have the experience to defend you in these and other types of adversarial actions. If the Trustee calls upon you, call me to keep what was owed you.
Filing / Petitioning: Sometimes bad things happen to good people or times just get tough. I am experienced in petitioning for bankruptcy protection on behalf of my clients to help them out of tough situations. I am here to help give you a hand up. If you are in trouble, call me to discuss a plan to help you back up.