Case Examples:

 

 

Following are some examples of how we were able to help some of our previous clients. Yours (or your client’s) situation may be different. Use the examples to get an understanding of the power of using the right Trust to improve your Financial Situation legally.

for additional information.

  

Case # 1:      Bargain Sale Of Home

                                   

Case # 2:      Educational Trust For Seven Grandchildren

                                   

Case # 3:      Company Exit Strategy

                                   

Case # 4:      Capital Campaign

                                   

Case # 5:      Increasing Payout Grantor Lead Trust

                                   

Case # 6:      IRA to Three-Life Unitrust

                                   

Case # 7:      IRA Trust

                                   

Case # 8:      Tandem Trust

 

Case # 9:      Sale of Business