$1.5M
Estate Planning
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Case Details
Estate planning and asset protection for a physician with a $7,000,000 estate, focusing on protecting assets from creditors, protecting children's inheritance, avoiding probate, stretching retirement plan distributions, and saving death taxes.
Additional Notes
Achieved savings of over $1,500,000 in death taxes. Involved Revocable Living Trust, Irrevocable Life Insurance Trust, Wyoming Close Limited Liability Companies for brokerage accounts and family farm, Asset and Divorce Protection Trusts, and Retirement Benefits Trust.