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Paul works with affluent and ultra-high net worth families, many being owners of closely held businesses, in tax, estate, trust and business planning matters.  In each of his plans, he aims to protect the successes of his clients and their beneficiaries from taxes, creditors and mismanagement in the event of death or other adverse circumstances.

However, by putting a strong focus on the most powerful areas of his practice knowledge –Wealth Transfer, South Dakota Trusts, Income Tax and Life Insurance- he strives to provide value, savings and efficiency to his clients while they are living and carrying through with their plans.  The objectives of his focus include:

(1)     Reducing the income tax and administration associated with plans;

(2)     Unravelling overly complex plan arrangements;

(3)     Correcting flaws or mistakes in existing plans;

(3)     Altering plans to accommodate changes in circumstances;

(4)     Adding maximum flexibility to plans;

(5)     Eliminating loss of control and inconveniences to clients; and

(6)     Changing potential outcomes of plans that have a high risk of failure. 

Often clients who have done extensive planning already, including plans that are in large part "irrevocable," seek out Paul's assistance for these reasons.

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