Partners

Interactive Legal

InterActive Legal, headquartered in Melbourne, Florida, is a leading provider of software solutions and practice development initiatives to the estate planning, elder law, and special needs planning legal community nationwide. InterActive Legal’s automated document drafting suites help legal practitioners in this arena make quantum gains in efficiencies and accuracy, thus enabling them to better represent the needs of their clients.

Visit them online at http://interactivelegal.com

InterActive Legal

Peak Trust Company

Peak Trust Company provides a full range of fiduciary services that include proper distribution of assets after passing, but concentrate on trustee, personal representative investment-management and custodial services. They serve individuals, families, and their advisors, by offering tax-favored trust situs in either Nevada or Alaska, flexible and customized trust administration solutions, and unparalleled service for a reasonable fee.

Visit them online at https://peaktrust.com

Peak Trust Co.

Shenkman Law

Shenkman Law is a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. We provide creative legal solutions to help our clients meet complex or seemingly contradictory personal, business, financial, and tax goals, and we pride ourselves on treating our clients with thoughtful care—just as we would treat members of our own families.

We provide a range of comprehensive legal solutions, including estate planning and administration, later-life or longevity planning, corporate planning for close businesses, succession and asset protection planning, and more. The following case studies are representative of our services.

Visit them online at http://shenkmanlaw.com

Shenkman Law