Concierge Management

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Concierge Management

Wherever your Asset Protection plan was created, The Presser Law Firm, P.A offers a comprehensive suite of Concierge Management services to ensure your existing Asset Protection plan stays active, up to date and in good standing with all appropriate parties. Our options come with access to expert Attorneys, with decades of experience developing, maintaining, and assessing Asset Protection plans.

Contact our firm today to review of your active entities and inquire more about how The Presser Law Firm, P.A. can serve your Asset Protection needs with our Concierge Management services.

Our Packages

BASIC
- Annual review of Personal Asset Protection Plan (both Domestic and International)
- Annual review of Business Asset Protection Plan (both Domestic and International)
- Annual Integrated Estate Planning Review
- A comprehensive letter including Estate Planning suggestions
- Registered Agent Services for Florida Entities
- Annual Report filing (client is responsible for actual renewal fees)
- Annual Entity minutes
- Communication with International trustee or manager
- Assistance with ongoing due diligence and requests
DELUXE
- Annual review of Personal Asset Protection Plan (both Domestic and International)
- Annual review of Business Asset Protection Plan (both Domestic and International)
- Annual Integrated Estate Planning Review
- A comprehensive letter including Estate Planning suggestions
- Registered Agent Services for Florida Entities
- Annual Report filing (client is responsible for actual renewal fees)
- Annual Entity minutes
- Annual conference with client’s CPA
- Annual conference with client’s Financial Advisor
- Annual conference with client’s Estate Planning Attorney
- Unlimited calls, emails, and meetings regarding Asset Protection and Estate Planning with any of our attorneys
- Ongoing Amendments to existing agreements drafted by The Presser Law Firm, P.A.
- Review existing leases and contracts
- Up to two “lawyer letters” per year
- Crummey Letters for Irrevocable Life Insurance Trusts
- Future Generation Planning
- International liaison between client and trustee or manager for all International Entities
PREMIUM
- Bi-annual review of Personal Asset Protection Plan (both Domestic and International)
- Bi-annual review of Business Asset Protection Plan (both Domestic and International)
- Annual Integrated Estate Planning Review
- A comprehensive letter including Estate Planning suggestions
- Registered Agent Services for Florida Entities
- Annual Report filing (client is responsible for actual renewal fees)
- Annual Entity minutes
- Annual conference with client’s CPA
- Annual conference with client’s Financial Advisor
- Annual conference with client’s Estate Planning Attorney
- Unlimited calls, emails, and meetings regarding Asset Protection and Estate Planning with any of our attorneys
- Ongoing Amendments to existing agreements drafted by The Presser Law Firm, P.A.
- Review existing leases and contracts
- Up to four “lawyer letters” per year
- Crummey Letters for Irrevocable Life Insurance Trusts
- Future Generation Planning
- International liaison between client and trustee or manager for all International Entities
- Pay only the costs of any new additional Domestic LLCs or Corporations
- Draft standard Non-Solicitation Agreements
- Draft standard Non-Disclosure/ Confidentiality Agreements
- Draft standard Non-Compete Agreements
- Draft standard Employment Agreements
- Draft standard Employee Termination Letters
- Assist with vetting a new CPA, financial advisor, or attorneys

Contact Us Today

Complimentary Preliminary Consultation & Complimentary Books on Asset Protection

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