Case Study #4
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.
(Savings $10,000,000 to $15,000,000)
5704 Lindley Ave, Encino CA, 91316
/ Tel. 818.342.9950