In our experience, if it takes 100% of a data set to fully and truly formulate the problem, many approaches stop at 50 to 70%. In contrast, we find the magic and nuance usually reveal themselves in what we call, The Last 10%.

Care to KnowTM Planning serves families and business owners at two layers. First, it helps their existing trusted advisors expand the landscape of perspective to include disciplines and strategies outside of their core practice areas. Secondly, it allows families to see the complete breadth of their opportunities and challenges, thereby finding the magic and nuance in The Last 10%.

Unusual for a law firm, our model establishes and manages deadlines and timelines for the initial planning engagements, and for our ongoing maintenance work, over the lifetime of the people and the strategies at hand.

Our Unique Process

I.

Review
Engagement

II.

Design
Engagement

III.

Implementation
Engagement

IV.

Family Counselor
Engagement

Planning for Successful Families and Business Owners

Maintaining Control Over Your Person & Affairs

  • Durable Power of Attorney
  • Health Powers
  • Living Trusts
  • Long-Term Health Care
  • Disability Protection
  • Living Wills

Assure Lifestyle/Tax-Free Conversion of Paper Profits

  • CRATs, CRUTs, & NIMCRUTs
  • Off-Shore Entities
  • Non-Qualified Deferred Compensation Plans
  • GRATs & GRUTs
  • Salary Continuation Plans

Protection From Lawsuits & Judgements

  • CRATs, CRUTs, & NIMCRUTs
  • GRATs & GRUTs
  • Domestic Family Limited Partnerships
  • Limited Liability Companies
  • Off-Shore Entities
  • Equity Stripping
  • Captive Insurance Companies
  • Asset Protection Trusts on shore & off shore
  • Retirement Plan Trusts
  • Spousal Lifetime Access Trust
  • Private Placement Life Insurance
  • BDIT

Income Tax Reduction

  • Family Corporations
  • Charitable Lead Trusts
  • CRATs, CRUTs, & NIMCRUTs
  • Conservation Easements
  • Private Foundations
  • Qualified Plans
  • Private Placement Life Insurance
  • NING/DING
  • Donor Advised Fund
  • Pooled Income Fund

Managing the Value of Family Businesses

  • ESOPs & LESOPs
  • Wealth Replacement Trusts
  • Dynasty Trusts
  • CRATs, CRUTs, & NIMCRUTs
  • ILITs
  • Grantor Deemed Owner Trusts
  • Business Succession Planning
  • Family Split-Dollar Planning
  • Buy Sell Planning

Passing Value & Responsibility to Family Members

  • Fully Funded Revocable Living Trusts
  • Dynasty Trusts
  • Wealth Replacement Trusts
  • Private Foundations
  • Testamentary Foundations
  • Supporting Organizations
  • GRATs & GRUTs
  • Premium Financing
  • Incentive/Education Trusts
  • Asset Protection Trusts
  • Grantor Deemed Owner Trusts
  • Self-Cancelling Installment Notes
  • Generation Split Dollar
  • Donor Advised Fund
  • Pooled Income Fund

Federal Gift & Estate Tax Reduction

  • QTIPs & QDOTs
  • ILITs
  • Charitable Foundations
  • Charitable Remainder Trusts
  • Grantor Retained Annuity Trusts & Unitrusts
  • Family Limited Partnerships/LLCs
  • Discounted Gifts
  • QPRTs
  • Split Gifts
  • Conservation Easements
  • Grantor Deemed Owner Trusts
  • Self-Cancelling Installment Notes
  • Retirement Plan Trusts
  • Spousal Lifetime Access Trust
  • BDIT

Protection from Administrative Expense & Delay

  • Durable Power of Attorney
  • Fully Funded Revocable Living Trusts
  • Nominee Partnerships
  • Business Succession Planning
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