Estate Planning
Loeffler Thomas Touzalin LLP offers clients a wide array of estate planning tools and services. LTT’s attorneys can provide sophisticated estate planning, including fully integrated wills, revocable trusts, and irrevocable life insurance trusts.
LTT’s attorneys advise clients on how to best tailor the estate planning documents to meet the client’s specific needs, frequently working with some of the country’s leading financial planners to custom design the optimal estate plan. In addition, they provide advice regarding wealth preservation and risk management through the implementation of foreign trust and related business, investment, and life insurance structures, and they assist clients with the tax planning and compliance aspects of such structures.
LTT maintains strong relationships with fiduciaries, money managers, and attorneys in more than 11 foreign jurisdictions and conforms to strict due diligence and “know your client” policies. The firm’s attorneys are experienced in assisting U.S. clients with settling offshore trusts and forming various foreign entities to optimally manage family wealth risk and support accumulation of assets for future generations. LTT’s offshore presence and wealth of financial institution contacts allows the firm to assist clients in creditor protection planning as well as the creation of asset protection trusts in offshore jurisdictions.
