HERE ARE THE "WORDS".

What the Law & Tax Assessment & Evaluation Session Covers:

1. Entity Structuring [Person = individuals, corporations, associations, estates, trusts, and nonprofits]

• Overall strategy: Do your LLCs, Corps, and Trusts align with your earning + investment + transfer strategy?

• Compliance: Are you mixing ownership and control in ways that trigger tax or probate?

• Alignment: Are your entities aligned, coordinated, and in-sync with each other or misaligned, disjointed, and mismatched?

2. Estate & Tax Exposure

• Asset inventory: What’s in your estate vs. what has been removed from it (from a compliance standpoint)?

• Compliance: Have you filed proper gifting forms (e.g., Form 709)? Is there a trustee in place?

• Potential disputed: Are your assets at risk of double probate, valuation disputes, or IRS clawbacks?

3. Assets: Insurance, Crypto, Real Estate & IP

• Asset holding: Are these structured properly to avoid estate inclusion?

• Probate rules: Are these assets subject to probate right now? If so, what sort of legal costs and taxes can your family expect?

• Basis allocation: What is the "base" when assets are transferred to heirs? Comparing entities and cost basis allocation.

• Transfer mechanism: Are you using the right transfer mechanism for each asset class?

  • Each asset class is dictated by different rules - some are federal tax rules, and some are governed by the state business, estate, or probate rules.

4. Foundation & Philanthropy Potential

• Tax Conversion & Reinvesting: Could your taxes fund a philanthropic and legacy project? If so, how?

• Strategic Giving: Are you using strategic giving to reduce income or estate taxes - are you documenting the gifts & donations?

• The Wild-Card: Have you aligned the estate plans, business plans, exit strategies, or tax reduction strategies with the foundation?

5. Alignment of Experts On Your Team

• Alignment: Are your lawyer, CPA, financial advisor, realtor, and insurance agent aligned and operating from the same playbook?

• Communication: Are your law, tax, and financial advisors communicating with each other, OR are they operating in silos?

• Flow Like Water: Do your entities flow like water, taking the path of least resistance, or are they fighting an uphill estate & tax battle?

Your Assessment and Outcomes:

A full snapshot of your legal-tax-financial architecture, identifying:

• Legal, tax, and financial gaps, traps, holes, and leaks

• Estate protection and tax reduction opportunities

• Entity and tax restructuring suggestions:

  • Part of estate - evaluating what assets can be transferred through the estate without complicated probate proceedings

  • Removed - evaluating what assets can be removed from the estate via gifting to an individual or trust (independent trustee)

  • Foundation - evaluating what assets can be strategic donated to a foundation (family is on the board)

  • Flow Like Water - the "Mini Family Office" approach where business, estate, nonprofit, and tax strategies flow around problems, obstacles, and hurdles by leveraging a "multi-entity" approach that is flexible and adaptable to the situation

Ideal for:

• Entrepreneurs and business owners

• Real Estate, Stock, and Crypto Investors

• Professionals with assets: $2m - $40m

• Anyone tired of siloed advice and cookie-cutter planning

• Individuals who want to learn the law and avoid legal or tax scams, Ponzi schemes, and legal or tax impostors