We construct strategies for your estate plan—from foundational planning to advanced asset protection—so that you can confidently transfer your family’s wealth to those you love. If we can assist your family by serving in one of these roles, please contact us.
Revocable Living Trust Formation
A revocable living trust (RLT) can help you distribute your estate according to your wishes, while largely avoiding probate and providing other benefits. At The Grupp Law Firm LLC, we ensure that you and your loved ones will be taken care of by drafting a revocable living trust. Consequently, we tailor your trust to the unique dangers, opportunities, and strengths associated with your family and its Wealth.
Asset Protection Planning
Many affluent individuals worry that they may be sued. Asset protection planning is proactive legal action, which safeguards your assets from unjust loss. For example, loss could occur due to catastrophes, potential creditors, litigants, children’s spouses and potential ex-spouses. The Grupp Law Firm helps you identify and prepare for these situations.
Advanced Estate and Gift Tax Planning
A successful estate plan often requires sophisticated strategies and extensive knowledge of best practices. These strategies minimize your tax burden, protect your assets, and plan for your family and wealth. Our team has decades of experience in these areas. We provide these services for your family to build its multi-generation legacy.
Private Family Trust Companies
Many ultra-high-net-worth families want the asset protection, tax, and estate planning benefits afforded by trusts. However, they are not happy with their options of a corporate or individual trustee. Wyoming is one of a few US jurisdictions that allow a private family trust company (PFTC) to serve as trustee over the family’s trusts. PFTCs permit families to retain significant control over trust administration, policies and procedures, and, ultimately, their family Wealth.
At The Grupp Law Firm LLC, we have extensive experience counseling clients on the business lifecycle. We provide our clients with the analysis and knowledge necessary to aid them through each step of the business organization process. Additionally, we design business exit strategies, help clients move towards a successful sale, and assist with estate and tax planning after the sale.
Trustee Advisory Services
You may find yourself a trustee of a revocable living trust and need a trusted attorney to advise you in your duties. In order to ensure that you are properly carrying out your fiduciary duties, we provide trustee advisory services.