Amerilawyer logo
Spiegel & Utrera Logo
WHEN YOU FORM YOUR COMPANY
OR TRUST ONLINE AT AMERILAWYER.COM,
PAYMENT IS NOT REQUIRED
Asset Protection, Trusts and Wills

OUR GOAL—YOUR Complete Satisfaction and Understanding
Our goal is to provide each of our clients with as much information as possible about Asset Protection, Trusts and Wills. As you will see as you review the following material, there is a lot of information to digest and consider. Many legal aspects may be complex and confusing. We want you to know we are available to speak with you about any legal aspects of Asset Protection, Trusts and Wills at your convenience either over the telephone or in person at the Spiegel and Utrera, P.A., office nearest you. What do some of these terms mean? Click here for a Glossary. For answers to Frequently Asked Questions (FAQs) about Asset Protection, Trusts and Wills. Click here for FAQs.

Irrevocable Life Insurance Trust

An Irrevocable Life Insurance Trust is created to own a life insurance policy. A properly drawn Irrevocable Life Insurance Trust keeps the proceeds out of your estate—free of estate tax—so that the entire amount of the proceeds are available for your family. When a policy is held by the Irrevocable Life Insurance Trust, the cash value and the proceeds are also protected from potential lawsuits and claims. A portion of family savings can be transferred to the Irrevocable Life Insurance Trust each year and that amount can be used to pay policy premiums. Amounts invested in the policy are permitted by favorable tax laws to accumulate free of income tax. In this manner, large amounts of value can be built up over a period of years. Let us help you like we’ve helped others by formulating an estate plan and providing you with peace of mind by drafting an Irrevocable Life Insurance Trust.

Memorandum of Irrevocable Life Insurance Trust
A Memorandum of Irrevocable Life Insurance Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. Let us draft the Memorandum of Trust for you.

Certificate of Irrevocable Life Insurance Trust
A Certificate of Irrevocable Life Insurance Trust avoids disclosure and maintains confidentiality of the entirety of the trust instrument. This is useful for the transfer of property to the trust. In addition, the Certificate of Trust includes an attorney attestation to certify the existence of the trust, which acts like a legal opinion. Let us draft the Certificate of Trust for you.

Personal Power for Irrevocable Life Insurance Trust
Is there someone whom the person forming the trust has complete confidence that their discretion is deemed unquestionable? With a personal power, the person forming the trust can give the last word over one or more decisions to a particular person so they have sole and uncontrolled discretion, provided the person forming the trust clearly and unmistakably manifests his or her intention to create a personal power in a particular trustee. Let us add these powerful provisions to your trust instrument.

Videotaped Memorialization of Irrevocable Life Insurance Trust
The execution of your asset protection, trust and wills documentation will be memorialized by videotape. Such a precaution may avoid litigation when the validity of the documents and circumstances of the execution may be hotly contested by family members or other parties. All asset protection, trust and wills documentation scheduled to be executed at the offices of Spiegel & Utrera, P.A., must be videotaped. Multiple documents may be executed at the same time, but the process must be completed within a reasonable time not to exceed one hour. Protect yourself from exposure to costly litigation procedures with a videotaped memorialization for your trust.

ORDER ONLINE NOW!

Our Office

Miami

1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney

New York City

1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Nicolas Spigner, Esq.
Managing Attorney

Clifton, NJ

642 Broad St., Suite 1B
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Sandy A. Adelstein
Managing Attorney

Los Angeles

8939 S Sepulveda Blvd.
Suite 400
Los Angeles, CA 90045
Toll Free: (888) 520-7800
(310) 258-9700
Fax: (310) 258-9400
Nicolas Spigner, Esq.
Managing Attorney

Delaware

9 East Loockerman Street
Suite 202
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney

Las Vegas

2545 Chandler Avenue
Suite 4
Las Vegas, NV 89120
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Joel S. Beck, Esq.
Managing Attorney

Chicago

Continental Office Plaza, Suite L12
2340 Des Plaines River Road
Des Plaines, IL 60018
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Michael C. Welchko, Esq.
Managing Attorney

General Counsel Club®

Unlimited Legal & Business Advice
LEARN MORE!
Toll Free: 1 (800) 734 - 9900
Fax: 1 (800) 520 - 7800
ClubAssist@AmeriLawyer.com
Natalia Utrera, Esq.,
Managing Attorney

#

STARTING A BUSINESS

There are many benefits to starting a business and incorporating. Some of the benefits of starting a business include protection of your personal assets, ease of raising capital, gain anonymity, available tax benefits and more!

STARTING A BUSINESS IN ARIZONA| STARTING A BUSINESS IN CALIFORNIA| STARTING A BUSINESS IN DELAWARE| STARTING A BUSINESS IN FLORIDA STARTING A BUSINESS IN GEORGIA| STARTING A BUSINESS IN ILLINOIS| STARTING A BUSINESS IN NEVADA| STARTING A BUSINESS IN NEW JERSEY STARTING A BUSINESS IN NEW YORK

Form is being submitted.....