Gregory E. Robinson, P.C.

Wealth transfer and estate planning is much more than drafting Wills and Trusts. Our experienced asset protection lawyers can design wealth transfer strategies to meet your individual needs. Whether you want to transfer your wealth while you are still living, minimize taxes, or make sure those you designate as the beneficiaries, such as charities, children or grandchildren, get as much of your wealth as possible, our attorneys will work with you to determine which wealth transfer strategies are right for you.

At Gregory E. Robinson, P.C., we employ different methods to transfer wealth depending on the size of the estate, tax concerns, and the individual needs of our clients. We have a large number of wealth transfer tools at our disposal, including:

• Charitable Lead Trusts (CLUTs, CLATs)
• Charitable Remainder Trusts (CRATs, CRUTs and NIMCRUTS)
• Family Foundations
• Family Limited Liability Companies (FLLC)
• Family Limited Partnerships (FLP) and
• Generation Skipping Trusts
• Grantor Retained Annuity Trusts (GRATs)
• Life Insurance Trusts (ILITs)
• QTIP Trusts
• Retirement Trusts
• Special Needs Trusts and Supplemental Needs Trusts
• Trusts for Minors and Children
• Trusts for Non-Citizen Spouses

Conservatorships are a formal probate process on behalf of a person who is not able to manage his/her finances. In the case of elder guardianship, conservatorships are used to prevent an elderly person suffering from Alzheimer, dementia or other disease from depleting his/her personal savings and assets; however, there is no age requirement. A court can appoint a conservator for a minor who suddenly comes into money or an adult with any type of problem which prevents them from being able to manage their finances.

A guardianship lawyer, on the other hand, might be required when a person needs help handling matters involving daily life, such as making appropriate decisions concerning their food, clothing, shelter and health.

A person can have a guardian, a conservator or both. The same person does not need to be appointed as guardian and conservator if both are needed.

The person who has a guardian or conservator appointed is called the “Protectee” or “Ward.” A Protectee is presumed lack the capacity to enter into contracts. However, it may not prevent the Protectee from certain activities such as voting, creating a Will or giving informed consent, depending on the court order making the appointment.

There are alternatives to Guardianships and Conservatorships if the situation does not warrant such a drastic action. A durable power of attorney or a living trust are examples of other legal measures that may be more appropriate, depending on the capacity of the individual.

Our attorneys can help you understand the options available to you given your specific circumstances. Our attorneys have the knowledge to guide you through this potentially complex area of law

Asset Protection is a vague term used to describe the process of structuring your assets in such a way as to protect them from litigation and creditors as well as to develop a strategy of transferring these assets to beneficiaries. Asset protection can take many different forms, depending on the goals of the client during the transfer of wealth.

Often, asset protection strategies involve a combination of tools available, including:

• Business Formation
• Trusts
• Conservatorships
• Wealth Transfer Strategies

Due to the complex nature of asset protection strategies and the many different needs and goals of clients, you should meet with an experienced asset protection lawyer to discuss your specific goals. Attorney Greg Robinson has more than 25 years of experience helping individuals protect their assets and successfully transfer their wealth to beneficiaries with minimal taxation.