When making major financial decisions, it’s important to have the right legal professional on your side to make sure you make informed choices that protect your assets. An investment attorney provides legal services to clients exploring complex investment opportunities and documents.

An investment attorney can offer assistance in the following areas:

  • Asset Protection: An investment attorney can help investors shelter assets from potential threats like lawsuits, creditors, and ex-spouses through proactive planning. Common tools include trusts, limited partnerships, and limited liability companies structured to shield wealth.
  • Estate Tax and Generation Skipping Tax Planning: For high-net-worth investors, estate taxes can claim nearly half of your wealth when transferred to heirs. An investment attorney proactively minimizes this tax bite through sophisticated trust planning and gifting strategies.
  • Business Planning: For investor-entrepreneurs, an investment lawyer structures enterprises to limit liability risks to your personal assets. An investment attorney can handle legal tasks like forming LLCs, drafting operating agreements, securing trademarks, and developing shareholder exit plans.
  • Trust and Will Planning: Carefully crafted trusts and wills are cornerstones of an estate plan for investors. An investment attorney can create customized documents catered to your unique assets, beneficiaries, and intentions for wealth distribution upon incapacity or death.
  • Trust Administration: After an investor's passing, the job of an investment attorney continues. An investment attorney will represent and advise trustees as they gather assets, pay debts and taxes, communicate with beneficiaries, and distribute inheritance according to the trust's terms.
  • Joint Asset Planning: For married and unmarried couples making shared investment decisions, an investment lawyer structures accounts, titles, and estate plans to reflect joint intentions for asset ownership and transfer wishes.

No matter your investment activities, partnering with an experienced investment attorney brings security and confidence.

Contact Kairos Law Group Today

At Kairos Law Group, our attorneys can provide guidance to help you reach your financial and estate planning goals. Contact us today through our website or by calling us at (402) 922-9424