I am based in the Denver office of, and I am a shareholder in, the Florida- based law firm of GreenspoonMarder, a full-service law firm having nearly 200 lawyers in 10 offices. My law practice is limited to estate planning with a view to the lifetime protection of the estate (“integrated estate planning”), offshore planning, conventional domestic and international estate planning, transactional matters, business and tax planning.
My practice is known worldwide for its efforts concerning the asset protection component of integrated estate planning. My practice has influenced trust legislation in a number of countries around the world,professional endeavors have revolutionized the thinking of lawyers and other wealth planners globally. This includes the adoption by various jurisdictions of statutory law designed to lend certainty to the planning concepts involved in integrated estate planning.
I was one of three co-authors of trust legislation as enacted in 1989 by the Parliament of the Cook Islands. This legislation has served as a model for many other jurisdictions, both offshore and onshore. I have also consulted with a number of other foreign jurisdictions regarding similar legislation.
Welcome To My Website
This website has been designed with a number of goals in mind, including providing current and accurate information for those interested in integrated estate planning and its asset protection component. Providing information on my practice generally is another primary goal.
People come to my website for reasons that include learning more about my qualifications generally, and about asset protection as a component part of integrated estate planning. Here are some of the various reasons why the planning group at GreenspoonMarder is uniquely qualified to be of service to you:
Areas of Focus
Asset Protection Planning; Estate Planning (Contact Us if you are a lawyer and have a case to co-counsel with us.)
International Trusts and Estates
Business Transactions; Business Planning
Expert Witness Services - Asset Transfers; Trust Matters
Trust Administration; Trust Services
Income, Gift and Estate Tax Matters
U.S. Taxation of Foreign Entities
Tax Filings and Tax Compliance
Special Needs Planning; Planning for Persons with Disabilities
Analyze the Potential and Options for Asset Recovery Actions
Moving Abroad; Moving Assets Abroad
BROOKLYN BAR ASSOCIATION - "Asset Protection Planning: State-of-the-Art in 2016"
Brooklyn, New York
CELESQ - "Asset Protection and Estate Planning: Important Considerations When Funding and Administering a Protective Structure"
Live Web Cast
AMERICAN ACADEMY OF ATTORNEY-CPAs - "Asset Protection and Integrated Estate Planning: The "State-of-the-Art for 2016"
LORMAN EDUCATION SERVICES - "Asset Protection Trusts: Fundamentals and New Approaches"