Charitable Foundation Planning

• Independent & objective analysis of charitable foundation owned life insurance
• Recommend specific action on life insurance policies – whether to continue, modify, replace, surrender, or consider selling on the secondary market
• Provide unbiased conflict-free expertise aligned with the goals of the foundation. We don’t sell insurance so your best interest is also ours
• Identify opportunities when/where life insurance makes sense as an effective way to increase charitable fundraising with legacy gifts & long term endowments

Estate & Generational Planning

We will help you protect and preserve what you’ve spent your life building. We use innovative planning strategies to meet all of your wealth transfer goals.

Strategies may include:

• Grantor Retained Annuity Trust (GRAT)
• Sale to an Intentionally Defective Grantor rust (IDGT)
• Generation-Skipping Trust or Dynasty Trust
• Family Limited Partnership/Limited Liability Company (FLP/LLC)
• Charitable Lead/Remainder Trust
• Irrevocable Life Insurance Trust (ILIT)
• Interfamily Sales & Loans

Trust Owned Life Insurance Review

• Independent & objective analysis of trust owned life insurance
• Work with Trustee to identify/remedy at risk policies and to properly document the communication process with the Grantor & Beneficiaries to mitigate the risk of future litigation
• Provide unbiased conflict-free expertise aligned with the goals of the Trust/Trustee
• Ensure the Trustee fulfills their fiduciary duty while complying with the Uniform Prudent Investor Act (UPIA) and recent updates from the OCC

Litigation/Arbitration – Expert Witness/Consultant