Green Tree Planning

I principally use trust based techniques to facilitate (i) asset preservation, (ii) consistent and competent asset management, (iii) achievement of long term investment goals and objectives, (iv) consistent and competant management of  beneficiary distributions, (v) beneficiary access to capital for proper purposes, (vi) the incorporation of trustor’s personal values into the distribution plan of each beneficiary, and (vii) the enhancement of  the trustor’s capital through tax avoidance.