Fixed Price: Not Sure
| Posted: Aug 20, 2015 | Ends: 19d, 9h |
Our client is an elderly couple who wishes to buy some Real Estate in Northern Califonia.The husband is a surgeon and has a lot of potential liability and exposure. Their exposure is Medium to High based on their current businesses. They require an asset protection specialist experienced in Ral Estate protection to create a legal vehicle such as a trust to hold this real estate they plan to buy. The main objective are to create a viable and bulletproof estate plan for them: 1) Protect the property against lawsuits against their person or companies. 2) Maximize tax benefits from the property. 3) Protect and secure the property for their children and grandchildren. You must create the vehicle (trust etc), file the papers, and consult with the couple on their best options. You bid should exclude court costs and filing fees and should be for your fees only. Also to save fees we can use our account with Incrop Services for formation and the filing of the vehicles. Prefer an attorney ...
Category: Wills, Trusts and Estates
Fixed Price: $500 - $1,000
| Posted: May 26, 2015 | Ends: 24d, 3h |
My client would like to form a domestic trust to hold assets. It must be able to be a strong asset protection tool with the below-stated goals. Wyoming is my clients jurisdiction of preference, my not exclusively. The winning contractor will create one trust and all documents necessary, and create up to 3 LLC's if needed and all documents necessary, and will do I transfer of an entity into the trust/LLC's. The winning price will be per trust. They will also outline any deadlines or necessary requirements, explain how to do them and when they are needed. Some of the assets might be foreign. -goals 1-protect beneficiary's assets from beneficiarys own poor judgement 2-protect from beneficiarys creditors 3-vesting control of distribution in another perosn or entity 4-minimize estate and generation skipping transfer taxes 5-provided family with special needs after caregiver is gown 6-safeguard and grow assets for generations to come 7-exists outside the federal transfer tax system, ...