(Trusts & Wills · Asset Protection · Business Succession · IP & Royalties · Multi-State Real Estate)
Protect what you built and make it easy to inherit
We design trust-based plans that match your assets, clean up titles and beneficiaries, and build in asset protection where it belongs—before there is a dispute.
Where plans fail
Documents and asset titles do not match, so the plan does not control the property.
No asset protection is put in place until after a claim or market shock.
Family business succession is unclear, which stalls decisions and creates conflict.
IP, royalties, or publicity rights are not identified, assigned, or licensed.
Multi-state real estate guarantees expensive, slow probate in multiple courts.
How we make the plan work in real life
Core estate plan
Revocable living trust, will, powers of attorney, and healthcare directives, plus a funding checklist that aligns titles and beneficiaries with the documents.
Asset protection
LLCs and holding companies, insurance alignment, and—where appropriate—domestic asset protection trusts. We act before a claim exists so protection is credible.
Tax-aware trust design
Credit shelter, QTIP, SLAT, GRAT, and charitable tools, with plain-language tradeoffs on control, access, and taxation so you choose intentionally.
Business succession
Buy-sell agreements, voting and non-voting equity, management roles with real authority, and liquidity planning so taxes and exits do not force a sale.
IP, royalties, and publicity
We identify rights, register gaps, and place them in an IP holding entity with licenses back to operating companies so control and revenue are clear.
Real estate & private investments
Property LLCs, member rights and waterfalls, multi-state titling to reduce probate, and CPA coordination for 1031 exchanges and cost segregation.
Packages
Estate Essentials
Trust-based plan with full funding guidance so assets transfer the way you intend, without extra court time or delays.
Protection Plus
Estate plan with LLC/holding structures and insurance alignment to improve resilience before issues arise.
Family Business Plan
Succession design, governance, and liquidity planning for companies that need continuity and clear authority.
Custom
A tailored plan for complex assets or multi-state holdings, including IP catalogs and private investments.
Process
We outline goals, assets, family dynamics, and timing so the plan matches real priorities.
We map titles and beneficiaries, design trusts and structures, and produce a plain-language summary.
We draft documents, retitle assets, update beneficiaries, and execute business and IP assignments.
We schedule reviews and adjust as life, assets, and laws change so the plan stays current.
FAQ
Should we use a trust, or can a will alone work?
A will alone can work, but a revocable trust reduces court involvement, protects privacy, and makes administration easier for your family. We use a trust when you want speed and less public process.
How do we make sure accounts and real estate actually follow the plan?
We prepare a funding checklist, retitle assets where needed, and update beneficiary designations so documents and ownership match. That is the step most plans miss.
Can we improve protection from future creditors or lawsuits?
Yes—if you act before a claim exists. We use LLCs and holding companies, align insurance, and may use a domestic asset protection trust where the facts and jurisdiction support it.
How do we plan for a business we want children or key leaders to run?
We separate ownership from control where helpful, draft a buy-sell for death, disability, and exits, and set roles with real authority. We also plan liquidity so taxes or buyouts do not force a sale.
How are IP, royalties, and publicity rights handled in an estate plan?
We identify the rights, register gaps, and place them in an IP holding entity. Licenses flow to operating companies, and the trust governs who controls the rights and how revenue is distributed.
What about properties in multiple states?
We use entity ownership and coordinated filings to reduce multi-state probate and simplify management and transfers. That keeps estate administration faster and less costly.
Will you work with our CPA, investment advisor, and insurance team?
Yes. We coordinate tax, investment, and legal decisions so the plan is consistent. If you need referrals, we can introduce vetted partners and keep everyone on a single action list.