01 HOME
02 FIRM OVERVIEW
03 AREAS OF EXPERTISE
04 FAQS
05 CONTACT US
06 CLIENT INTAKE FORM
07 ARTICLES
Are you a U.S. citizen? Yes No
Marital Status Single Divorced Widowed
Do you presently have any judgments or tax liens against you? Yes No
Have you ever filed for bankruptcy? Yes No
Are you presently involved in any civil or criminal litigation? Yes No
Are you presently involved in an IRS tax dispute including an offer in compromise or tax court appeal? Yes No
Do you presently have any interest in an offshore trust or corporate entities? Yes No
If you wish (but it is not necessary for this initial communication) you may provide your approximate net worth $0 - $250,000 $250,000 - $500,000 $500,000 - $1 Million $1 Million - $5 Million Over $5 Million
Area(s) of Interest: Offshore Asset Protection Trust Domestic Asset Protection Trust Offshore Corporations Offshore Limited Liability Companies Offshore Life Insurance Offshore Annuities Offshore Qualified Holding Companies International Tax Planning
Offshore Asset Protection Trusts
The Sequoia Trust™
Offshore Corporations & Limited Liability Companies
Offshore Life Insurance & Annuities
International Tax Planning
Domestic Asset Protection Planning– Domestic Asset Protection Trusts– Family Limited Partnerships
IRS Offer in Compromise Settlements and Tax Disputes
Asset Protection No–Brainers
12 Commonly Held Myths About Asset Protection
Home | Areas of Expertise | Contact Us | Site Map Firm Overview | FAQs | Legal Notices Offshore Asset Protection Trusts | The Sequoia Trust™ | Offshore Corporations & Limited Liability Companies Offshore Life Insurance & AnnuitiesInternational Tax Planning | Domestic Asset Protection Planning IRS Offer in Compromise Settlements and Tax Disputes | Asset Protection No-Brainers 12 Commonly Held Myths About Asset Protection © 2008 by The Sequoia Group. All rights reserved.