CONTACT

Our first meeting is 30 minutes at no cost. We discuss your situation, understand your goals and determine the scope of work.

What happens next

1. Preliminary strategy memorandum
After our meeting, we send a high-level memorandum outlining potential strategies, preliminary estimates of tax savings and an estimated cost range. These estimates are subject to detailed review.

2. Retainer agreement
If you decide to proceed, we sign a retainer agreement confirming the scope of work and fees.

3. Document collection
We collect the documents needed to assess your circumstances and develop the strategy.

4. Detailed plan
We prepare a detailed plan and provide an estimated timeframe.

5. Implementation
Once implementation begins, our part of the work typically takes about four weeks. Legal counsel’s timing can vary, so the overall completion date depends on the legal work and other steps required.

For your first meeting, be ready to describe your situation, goals and any upcoming deadlines.