IN THE FAMILY
Lionsmark Rushmore is the most trusted life insurance advisory firm for estate planning law firms with $40MM+ net worth clients.
When a client's net worth exceeds $40MM, we can drastically reduce their taxable estate up to 60% without using their unified credits, while the client maintains control of their assets including their business.
Our proprietary software backtests and stress-tests the efficacy of inforce life insurance policies, modeling volatility during 121 different historical 40-year windows. Every policy in an estate plan should be backtested.
A lack of liquidity often times results in G2 opting for Section 6166, which can be devastating to a family. We have more tax-efficient solutions for such client scenarios.
With income taxes on the rise, we provide retirement planning solutions that offer risk mitigation, stop loss features, leverage, and preferential tax treatment by the IRS.
Our network of uber sophisticated tax attorneys is made available to law firms for co-counsel collaborations when using BDITs, SLATs, and converting non-managing member units of LLCs to discounted notes.
Succession and inheritance disputes between G2 siblings and spouses can destroy a family, not just financially, but also its relationship dynamics. We offer highly confidential family counseling services to prevent such travesties.
Some estate planning law firms are looking for a trusted source to provide life insurance solutions for their high net worth clients, and many feel there is a conflict of interest in participating in life insurance commissions.
We understand that.
With each attorney relationship, we create a separate LLC that provides educational estate consulting services to their clients. The attorney becomes a shareholder with our principals in the LLC, and the LLC's revenue partially comes from capital contributions derived from life insurance commissions.
Our model is to create a true partnership with our estate planning attorneys wherein they can participate in an additional revenue stream.
As a member of The Society Of Trust & Estate Practitioners (STEP), we have established our reputation as THE trusted source for consulting the upper echelon of law firms and CPA firms in Orange County, California since 1981. We are certified as Financial Fiduciaries (CFF) and work with high net worth families throughout the United States of America, as well as wealthy global citizens from Asia to South America.