WHO WE ARE
We are a group of 17 professional trustees, who in the period between 1969 and 2011 have created over 44,000 Trusts and numerous Corporations, Partnerships, and Limited Liability Commpanies (LLCs).
This all began because we were entreprenuers, professionally licensed real estate brokers, notary publics, tax preparers, and thoroughly dedicated to our own businesses.
We wanted to work hard, create equity and security, and provide for our own families, our retirement, and our heirs.
We soon realized that to have safety and security, we needed to keep each asset protected separately and privately. As computers and outsiders became more intrusive, we researched the best ways to regain and protect our privacy. It was a real challenge.
PROTECTIVE PLANNING
When
deciding when, where, and how to achieve our goals, we became agressive in our research, and gained valuable expertise to solve the many barriers. We were forced to learn as we became more intrenched in various businesses and as we gained (and sometimes lost) money and equity from our businesses.
Planning with dozens of attorneys, escrow companies, title departments, insurance companies, banks, and government agencies enabled us to develop complete solutions satisfying the needs of all concerned. We formulated methods and procedures to maintain privacy and asset protection. The planning process became part of our step-by-step solution to security and success.
OUR SOLUTION
We wanted safety, privacy, asset protection, reduced fear of frivolous lawsuits, targeting by shams, and fairness with everyone we did business with. At the same time, we became the best solution for others to acheive the same success. So far, after many years and occasional attacks, there has never been a single trust declared illegal or any assets lost to lawsuits. The complete satisfaction of our clients is our goal.
