A wealthy psychologist/entrepreneur who had parlayed his company into $40 million of public stock wanted to reduce his estate tax liabilities and protect his assets from litigation.
Through various trusts both on-shore as well as offshore, Brighton Advisory Group protected $35 million of the $40 million from possible future litigation.
At the same time, Brighton Advisory Group took his estate tax exposure on an estate of $40 million and reduced it down to $23 million.
5704 Lindley Ave, Encino CA, 91316
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