Tiers 4 & 5: Federal Estate Tax & Bulletproof Asset Protection Plans
For larger estates and clients with significant assets, we offer two advanced plans. The Federal Estate Tax Plan (Tier 4) is designed for clients with assets over $10 million in gross value and uses revocable and irrevocable trusts to reduce the federal estate tax owed at death, so more of your wealth passes to your family. The Bulletproof Asset Protection Plan (Tier 5) is designed for clients concerned about protecting significant assets from potential lawsuits or liability, using offshore asset protection trusts to guard against lawsuits, judgments, and creditors.
Who Are These Plans For?
- Clients with assets over $10 million in gross value
- Families who want to reduce federal estate tax and pass more wealth to the next generation
- Business owners and professionals with liability concerns
- Clients concerned about lawsuits, judgments, or creditors
- Anyone with significant assets they want to protect
What's Included
Tier 4: Revocable and irrevocable trusts
Tier 4: A plan designed to reduce federal estate tax liability
Tier 5: Offshore asset protection trusts
Tier 5: A plan designed to protect against creditors
Attorney-designed strategy tailored to your assets and exposure
Passes more wealth to your family by reducing estate tax
Protects significant assets from lawsuits and judgments
Signing appointment included with every plan
Planning for Life Changes
Life happens - marriage, a new home, a new business, a new grandchild, a cross-country move.
When your circumstances change, we offer estate plan updates and amendments so your plan keeps pace with your family and goals.
Advanced Protection Features
- Revocable and irrevocable trust planning to reduce estate tax
- Offshore asset protection trusts
- Protection from lawsuits, judgments, and creditors
- Coordination with business succession planning
Proof Points
- 10+ years of complex estate planning experience
- Award-winning team and strong client reviews
- Team-based attorney support
- Local, Florida-specific focus - no "one size fits all" plans
Your Consultation
- Phone consultations are free
- In-person consultations are $75
- Nothing to bring - we complete an in-depth intake after you hire us
- Most estate plans are completed within 30 days