|
| -- WEALTH PRESERVATION -- |
|
From simple wills and incapacity planning to complex multi-generational wealth preservation I provide services to clients for probate avoidance and tax minimization, family protection, wealth transfer, private and charitable gifting, asset protection, business succession, wealth accumulation, and preservation. We can discuss a range of tools from revocable living trusts and family partnerships to the alphabet soup mix of QPRTS, GRITS, GRATS, GRUTS, CRT’s, and irrevocable insurance trusts. I provide a complete range of post-mortem planning, tax analysis, and administration. I also provide asset protection strategies that are effective and appropriate. |
17415 S. Monterey Street, #204 • Morgan Hill, CA 408.779.5101 www.kpclaw.com © 2010 Kevin P. Courtney Law. All Rights Reserved. PLEASE NOTE: The information contained in this site is not intended as legal advice, but as informational only.
|
