Skip to main content
C-SUITEEstate Planning

Services

Comprehensive Protection for Complex Wealth

Every plan is custom-built around your specific assets, exposures, and goals — designed in coordination with your financial advisory team.

Shield your wealth before you need to.

Asset Protection

We structure irrevocable trusts, Cook Islands asset protection trusts, domestic APTs, and LLCs to create multiple layers of legal protection between your personal wealth and potential creditors, lawsuits, and regulatory actions.

Learn More

Key Instruments

  • Irrevocable Trusts
  • Cook Islands APTs
  • Domestic Asset Protection Trusts (DAPTs)
  • LLC & Entity Structuring
  • Medicaid Planning

Legally minimize what you owe — and maximize what you keep.

Tax Reduction

Through GRATs, CLATs, ILITs, charitable planning vehicles, and strategic gifting, we reduce your estate and gift tax exposure while preserving control over your assets and their growth.

Learn More

Key Instruments

  • Grantor Retained Annuity Trusts (GRATs)
  • Charitable Lead Annuity Trusts (CLATs)
  • Irrevocable Life Insurance Trusts (ILITs)
  • Charitable Remainder Trusts
  • Strategic Gifting Programs

Your compensation is complex. Your plan should match.

Executive Planning

C-suite compensation creates unique planning opportunities and risks. We address stock options, restricted stock, deferred compensation, golden parachutes, and the personal liability that comes with executive roles.

Learn More

Key Instruments

  • Stock Option Planning
  • Restricted Stock & RSU Strategies
  • Deferred Compensation Planning
  • Golden Parachute Structuring
  • Executive Liability Protection

Protect what you built. Plan how it continues.

Business Succession

Whether you're preparing for a sale, transitioning to the next generation, or planning for the unexpected, we design succession strategies that maximize value and minimize tax impact.

Learn More

Key Instruments

  • Buy-Sell Agreements
  • Family Limited Partnerships
  • Exit & Liquidity Planning
  • Key Person Protection
  • Entity Restructuring

Not sure where to start?

Schedule a private consultation. We'll assess your current situation, identify vulnerabilities, and outline the strategies that make sense for your specific circumstances.

Schedule Your Private Consultation