Case Study
Integrating Insurance & Trust Law: Case Study Video
The Successful U.S. Business Owner Case
Protect US Real Estate: Utilize LLCs, Homeowner Insurance, and Umbrella Insurance.
Protect Business: Recommend Employment Practices Liability Insurance and Directors & Officers Insurance.
Wealth Succession: Setup and Fund Irrevocable Life Insurance Trusts.
The Wealthy Foreigner Investing in the U.S. Case
Protect Real Estate & Tax Planning: Create Delaware Trusts and LLCs.
Wealth Planning: Design Life Insurance and Annuities Policies with Principal or Death Benefit Guarantees.
Tax Planning: Negotiate Custom Private Placement Life Insurance Policies to Invest in Hedge Funds Tax-Free.
The Business Enterprise Case
Protect Business: Negotiate Custom Patent Insurance and Accounts Receivable Insurance to Safeguard the company's assets.
Protect Business: Recommend Employment Practices Liability Insurance and Directors & Officers Insurance.
Wealth Succession: Setup and Fund Irrevocable Life Insurance Trusts.