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Category A – Addresses the Problems of:

  • “C” Corp Retained Earnings
  • Access to “C” Corp Current Profits
  • Current “S” Corp Distributions and those previously taxed
  • Qualified Plans: Non-Discriminatory – Taxable Distributions
  • Need for “Golden Handcuffs”
  • After-Tax Funding for Shareholder Buyouts
  • Funds Received by the Seller are Subject to Capital
  • Gains Taxes

Category B – Estates:

  • Valued at $50 Million and over
  • Of $5 Million and over
  • Financing for Estate Liquidity

Category C – Asset Protection for High Net Worth Individuals:

  • High Profile People
  • Business Owners
  • Physicians and other Professionals
  • Fully Tailored Plans or Plans for Specific Situations

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