Estate Planning

Protecting Triplets!

By Jennifer Sawday

On a personal note, we take great pleasure and pride in assisting families with their business and estate planning objectives.

One of our partners had twins last week and one of our other name partners, Mark Doyle, is representing a family who had triplets not too long ago. And, I (Jenni Sawday) am expecting a second baby this May, which reminds me I need to get my own estate planning documents updated shortly after the new babe is born to practice what I preach!

 
Partner Mark Doyle, in the picture here, met with firm clients when they brought along their 8 month old triplets Toni, Sydney and Max.  The parents live in south Orange County and have business and real estate holdings.   In previous engagements, we established an estate plan, a corporation and LLC's for them. 

Now our current engagement involves working on a private charitable foundation, succession and gifting plan including life insurance. The TLD team will be working together again for these clients to benefit Toni, Sydney and Max years from now. 

Full post as published by Estate Planning Practice Blog on February 28, 2008 (boomark / email).