An asset protection attorney needs to have a good knowledge in the following areas:
Estate Planning
Gary offers advice and analysis regarding all types of Wills and Trusts. Then, based on his client’s needs, he creates and implements * Credit Shelter Trusts * Marital Trusts * Generation Skipping Trusts * Living Trusts * Irrevocable Life Insurance Trusts * Qualified Personal Residence Trusts, and * Special Needs Trusts.
Creditor Protection Strategies
Gary offers advice and analysis regarding creditor protection strategies. Then, based on his client’s needs, he creates and implements * Family Limited Partnerships * Limited Liability Companies * S Corporations * Marital Property Partition Agreements, and * Living QTIP Trusts.
Charitable Estate Planning
Gary offers advice and analysis regarding charitable strategies. Then, based on his client’s needs, he creates and implements * Charitable Remainder Unitrusts * Charitable Remainder Annuity Trusts * Charitable Lead Trusts * Private Foundations, and * Donor Advised Funds.
Educational Funding Planning
Gary offers advice and analysis regarding educational funding strategies. This includes advice and analysis regarding 529 Plans and Uniform Transfers to Minor’s Act Accounts. In addition, Gary creates and implements 2503(c) Trusts and Crummy Trusts.
Estate Planning for Retirement Plans & IRAs
Gary offers advice and analysis regarding strategies to defer income taxes. Then, based on his client’s needs, he implements strategies to defer the maximum amount of income tax through proper use of the minimum distribution rules. In addition, Gary offers advice, analysis and services regarding * How to preserve tax deferral benefits of retirement accounts * How to leave money in the IRA to create maximum wealth * The proper beneficiary designations * Strategies to reduce estate taxes associated with qualified plan benefits and IRAs, and * How to integrate trusts with qualified plans and IRAs.
from Protecting You And Your Family http://ift.tt/29u0n1U
from DeWitt Law Firm, PLLC
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