Estate and Asset Protection Planning for Wealthy Individual

Representation of wealthy individual in the preparation of complex estate planning structures involving creating and funding limited liability company and selling a portion to a newly created and funded irrevocable trust in return for a self-cancelling promissory note (Sale to Defective Grantor Trust and SCIN), including review of gift tax returns.
Related Practices
Mildred Gomez

Mildred Gomez