Complex Asset Plan

The Complex Asset Plan is for those that are looking for the best asset protection plan they can get. It can either take the form of a revocable living trust that becomes irrevocable upon the grantor’s death or it can be an irrevocable trust being set up immediately.

This plan is very complex and takes a significant amount of communication with our clients. It involves all aspects of estate and tax planning. We look forward to working with you on your Complex Asset Plan