Wife was worried about the debt incurred by husband and by the financial risks involved in husband’s business. Husband and wife entered into a post-nuptial agreement in 1991. At the same time, clients created separate revocable trusts and divided their assets between the trusts in accordance with the post-nuptial agreement. Wife was a full-time homemaker [...]

Client entered into a partnership with two partners who agreed to perform management services. Client was a passive investor who contributed money, but was not involved in day-to-day operations. The partners embezzled funds and mismanaged the partnership resulting in significant liabilities. The partners had no assets, and the creditors pursued the client for the entire [...]

Client was in a high profile position and wanted to protect his home and his cash from frivolous lawsuits.  Client could not transfer the home to another entity without losing tax benefits, triggering a due on sale clause, or triggering a property tax re-valuation.  Client invested his cash in a Delaware LLC.  Client signed a [...]