Our attorneys have decades of experience planning estates and integrating those plans with the business and professional activities of our clients. In every instance, we keep a cautious eye on the ever increasingly litigious world and plan in such a manner as to provide protection to our clients valuable assets, whether personal or business.

Integrated Estate Planning

Our experienced attorneys can assist you in drafting a new will or amending your current will, living trust/will, advanced healthcare directive and durable power of attorney, as well as your “springing” financial power of attorney to make sure your wishes are followed and that your loved ones receive your property and follow your instructions in accordance with your desires. However, Abacus Law does not just draft the typical estate planning documents that communicate your intentions regarding the ultimate disposition of your estate. Instead, we integrate those wishes with other aspects of your personal and business life through the use an assortment of more sophisticated estate planning techniques. Abacus Law will coordinate our planning assistance with your other advisors, e.g. life insurance agents, stockbrokers, financial planners and CPAs. Our recommendation and implementation of an integrated estate plan will encompass and coordinate your estate planning with business succession planning, professional compliance, retirement planning, as well as your life insurance and investment strategies.

Asset Protection Planning

In today´s world, anyone with any asset, including a family home, can become a target of creditors, estranged spouses, the IRS and unscrupulous attorneys, all or any of whom may target your life´s savings and investments for attachment, levy and confiscation. Our attorneys will advise you and implement strategies that make getting to your assets, impossible at best, or in the very least, far more difficult than without such planning. Through the use of a cadre of protection techniques that can be modulated as dictated by growth or necessity, we plan and draft for you asset protection plans that may encompass:

• Statutory, administrative and judicial exemptions by state;
• COPE (charging order protected entities), e.g. series limited liability companies and FLIPs (family limited partnerships);
• Irrevocable and retained interests trusts, including ILITs (irrevocable life insurance trusts), children trusts and GRIT (grantor retained interest trusts), GRAT (grantor retained annuity trusts) and GRUT (grantor retained unitrusts); QPRT (qualified personal residence trusts) and NQPRT (non-qualified personal residence trusts); DAPT (domestic asset protection trusts) and FAPT (foreign asset protection trusts) and other irrevocable trusts structures;
• Domestic and foreign corporate entities, exempt organizations and foundations, CRIT (charitable remainder interest trusts) and CRAT (charitable remainder annuity trusts);
• Equity stripping and fragmentation structures;
• Trade secret and intellectual property protection; and
• Contract, agreement and transaction review of both a personal and business nature to insure that they include provisions or strategies that maximize your asset protection needs.