These clients were a married couple who were not U.S. citizens, but owned property and an LLC in Washington state. Their goal was to ensure their property went where they wanted it to go.
We created a trust plan for them, which included a:
- Trust; and
- Assignment of LLC Interest.
The Trust directs their interest in the LLC to go to the person they want it to go to.
The Assignment of LLC Interest transfers their ownership interest in the LLC to go into the trust.
Because the clients’ property was already owned by the LLC, we did not need to complete any additional deeds or other documents related to property transfer.
Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):
And, if you know you just want to talk, click the link below to schedule a free strategy session with us: