For us to further be of value to you (and others) in the future, it is essential that you rely on us as an ongoing critical strategic partner. Although such a relationship will be further solidified over time, it begins with a good understanding of all of the different areas we practice in and the different types of clients we serve, which we briefly address below. Please read these carefully and do an internal inventory of your own specific situation to see if we can be of further assistance. Even if the items discussed below do not seem to apply to you, take a moment to consider those family, friends, and colleagues that may be able to benefit from our services.
INVESTMENT PROPERTIES: Owning more than one piece of real estate creates issues that should certainly be addressed, but are often neglected. Exploring some of these issues with us could include planning for co-ownership and the rights of surviving partners; taking full advantage of tax opportunities; and protecting one’s personal assets and livelihood from liability stemming from tenants or other interactions potential plaintiffs would have with the property.
BUSINESS SUCCESSION PLANNING: It is not often that the owner of a business intends his or her beneficiaries to take over the actual business. Working with us to ensure that surviving business partners are able to continue with exclusive management decisions while beneficiaries benefit from the value and equity that has been created in the business is essential to proper planning. Even where the business is owned solely, we can preemptively plan to ensure that the value of the business is maximized and then sold properly.
ASSET PROTECTION: Asset protection is a general term describing strategies, tools, and techniques to implement which protects one’s assets from legal liability. These threats are manifested by accidents, frivolous lawsuits, unscrupulous creditors, and the like. Relying on us to help take even the simplest of steps can result in completely shielding one’s assets from unnecessary liability.
ESTATE ADMINISTRATION: When one does become incapacitated or deceased, regardless of the amount of planning done beforehand, consulting us is always a good idea, as it allows us to identify issues for you that can not only save you time and money, but also set the stage for very efficient administration and planning further on.
LLC, CORPORATIONS, PARTNERSHIPS, and BUY-SELL AGREEMENTS: We create, maintain, and advise on all forms of business entities, including creating and filing all legally-required state forms (in any jurisdiction), and initial tax compliance documents. We also work with all ownership interests in planning and creating partnership agreements, shareholder agreements, or buy-sell agreements.
COMMUNITY PROPERTY, PRE-/POST-NUPTIAL AGREEMENTS, and TRANSMUTATION AGREEMENTS: We work with newlyweds and “seasoned” couples to address issues relating to marital property. These issues can be raised at the request of the parties themselves, or offered as a strategic technique to address succession, asset protection, or other planning issues.
We strongly stand behind our commitment to dedicate ourselves exclusively to Estate Planning, Trusts, and Asset Protection, but that certainly does not confine us to Living Trusts alone. Each of the above-mentioned areas are essential to the estate planning process in the appropriate situation. We work with individuals, couples, families, blended families, non-traditional couples and families, business owners, real estate investors, and other types of business investors in each of these areas to ensure that the result will be a complete and comprehensive structure that meets all of our clients’ goals and protects their families, assets, and futures.
Lastly, nearly all of our business comes from referrals by our satisfied clients. Upon reading this letter, please consider those family, friends, and colleagues that may be able to benefit from our services. We would be very grateful for your confidence in us, and would treat them with the same care and respect all our clients are accustomed to. The best way to share a referral, is to direct them to our website at www.TrustLegalGroup.com, and then reach out to us so that we can be ready for their call or email. All consultations are complimentary and without obligation.
We understand that every relationship begins with a single project, but we hope we have been able to educate you on some of the other opportunities and services available, and the different types of clients we work with. Please feel free to reach out to me personally to discuss any of these areas, or that I might answer any questions you may have.
To a long and meaningful relationship!
Bryan D. Eisenbise, Esq.
JD, MBA, LLM(Tax)
Attorney & Counselor at Law