Complex Asset Protection Agreement (Copy)

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Designed for high–net–worth individuals, this agreement layers in trust structures, corporate entities or family foundations to shield significant holdings from marital claims. It walks you through multi-tiered ownership models, tax considerations, and succession planning.

Outlines establishment and management of one or more trusts, including trustee powers and beneficiary rights.

Safeguards business equity by isolating company shares and setting clear rules for valuation and transfer.

Description

Designed for high–net–worth individuals, this agreement layers in trust structures, corporate entities or family foundations to shield significant holdings from marital claims. It walks you through multi-tiered ownership models, tax considerations, and succession planning.

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