Case Studies

Case Study One

Bill and Mary: Protected Their Assets From Lawsuits or Attachment

At the end of the day, Bill and Mary wanted to use secure and proven asset protection strategies to enhance their comprehensive estate plan. Protecting their legacy while having access to their resources was of critical importance to the couple.

Bill and Mary have been married over 35 years and have raised 3 children, all of whom are presently married with children.

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Case Study Two

Mrs. B: $18M Discount Sees an Immediate Estate Tax Savings of Nearly $10M

The following Case Study illustrates the methods that can be employed in designing an estate plan to reduce, or even eliminate, the federal estate and generation-skipping transfer tax at death. The subject of this Case Study attended one of Mr. Verdon's seminars on Advance Estate Planning, saw the application of the strategies to her situation, retained our law firm to analyze her specific factors, and elected to modify her estate plan to achieve the desired tax savings.

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Case Study Three

Julie and Mark: Unforeseen Danger - Surprise Litigation

Julie and Mark had worked for decades to get to the place they are in today-and it is a very good place. They had accumulated over $12M, having sold Mark's company, and were now smartly invested using state-of-the-art comprehensive estate planning techniques. For the first time in their 35-year marriage they were traveling the globe, spending time with their children and grandchildren, donating to organizations and foundations that sung to their hearts, and involved in some wonderful and fun leisure pursuits they had wanted to try out for years.

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