Our attorneys have extensive knowledge of, and practical experience implementing, the various techniques available to preserve individual wealth from threats such as litigation, future creditors, divorce and investment risk. These techniques include the optimization of state and federal exemptions for assets, such as homestead, retirement plans, annuities and life insurance, marital property planning, the use of inter vivos marital, dynasty, and children's trusts, and tax and entity planning.
In addition, we provide advice regarding wealth preservation and risk management through the implementation of foreign trust and related business, investment, and life insurance structures, and assisting clients with the tax planning and compliance aspects of such structures. We maintain strong relationships with fiduciaries, money managers, and attorneys in more than eleven foreign jurisdictions and conform to strict due diligence and "know your client" policies. We are experienced in assisting U.S. clients with settling offshore trusts, and forming various foreign entities that provide clients with a comfortable balance of control and protection of assets, allowing clients to manage their family's wealth risk and accumulate assets for future generations.