Our Client Services

Our clients range from individuals wanting to provide for future generations to charities looking to setup Pooled Income Funds to professionals looking for advice on a particular client matter. We serve a variety of clients all over the United States.

audience
Individuals

Whether our client is a charity or a professional, our work revolves around the high-net-worth individuals and their families.

Charities

Major charities across the nation regularly consult with us on specific donor gifts and how the organization can enhance its planned giving program.

Professionals

Because our area is so specialized, other professionals often come to us for speaking engagements, assistance and advice.

end products
  • Last Will and Testament
  • Health Care Directives
  • Powers of Attorney
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Dynasty (multigenerational) Trusts
  • Sharī‘ah compliance
  • Private Foundations
  • Private Operating Foundations
  • Public Charities
  • Type I, II and III Supporting Organizations
  • Tax exempt status
  • Real Estate Pooled Income Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Letter Ruling requests
  • Buy-sell agreements
  • Bank loan transactions
  • Estate administration
  • Trust administration
  • and much more
Our Client Needs

Sometimes it is hard to know when to call the professionals. We have found that individuals often have the greatest need for our services when they are going through, or about to go through, a significant life event (see our abridged list below). Don't miss out on an opportunity because you failed to recognize it!

Call Us
When you want to ...
  • sell a S-stock and C-stock business • sell an LLC and partnership
  • merge with or acquire another business • sell business assets • sell farm equipment
  • sell commerical property • sell real estate on which accelerated depreciation has been taken
  • sell a second home or vacation home • sell a farm • sell an apartment building
  • liquidate one asset to reinvest in another asset • avoid ordinary income taxes • plan for retirement
  • dispose of a life insurance policy • dispose of guitar in the attic
  • exchange highly appreciated equity for a fixed income • diversify highly appreciated assets
  • pay for long-term care • delay income until retirement years • pay down debt
  • use the sale of a business and part of the stock in the company to pay down debt
  • plan your estate • transfer estate tax dollars to charity rather than to the government
  • make gifts to a brother or a friend • plan your corporate taxes
  • strip cash from your business at a low cost • provide for a special needs child
  • protect your business in the midst of a divorce • plan for a noncitizen spouse
  • avoid income and estate taxes • fund charitable pledges • benefit charity
  • create a business succession plan • transfer corporate stock to children
  • pass business along to next generation • and much more.