What We Do


Global Estate Services provides a wide range of estate planning services, from sophisticated planning for the high-net worth client, to simple plans for young families.

We are dedicated to building long-lasting relationships with our clients and their families. Often we engage in planning for multiple generations within a family.

In addition to our role as a family advisor, our attorneys can provide special legal expertise that many other firms cannot.

We will help your Members:

• Develop and implement appropriate estate planning strategies to avoid probate, minimize estate taxed, and preserve wealth for the next generation;

•Develop strategies to address a variety of family circumstances, such as second marriages and special needs children.

•Create a business succession plan for transition and wealth transfer when the younger generation will succeed to the family business, and liquidity planning with buy/sell agreements.

•Plan for lifetime incapacity, with a Durable Power of Attorney, Health Care Proxy, and Living Will, in order that your wishes are known and carried out by one or more agents who can conduct your legal business and make health decisions on your behalf.

•Explore sophisticated techniques that may be warranted such as Private Foundations, Qualified Personal Residence Trusts (“QPRT’s”), Charitable Remainder Trusts (“CRT’s”), and Family Limited Partnerships.


Global Estate Services specializes in working one on one with each member and preparing a customized Estate Plan that is tailored to their specific needs.

Global Estate Services have prepared thousands of Trusts for Members and are proud of our impeccable track record of providing “Proper Estate Planning” with quality service.

Please contact our Public Relation department for more information on how we can provide our services to your members at no cost to you.

We offer various shipping options to accommodate your needs. During the checkout process, you will have the opportunity to select the shipping method that suits you best. These options may include standard shipping, express shipping, or expedited delivery, depending on your location and the nature of the product.

Our Background
An Estate Planning Organization. Providing Estate Planning and Assets Protections Benefits to Membership Organizations, (Labor Unions, Credit Unions and selected Professional Associations) since 1990.
  • GLOBAL ESTATE ASSETS PROTECTION SHIELD L.L.C., an Estate Planning and assets Protection Organization that has been providing estate planning benefits and Assets Protection, (Wills, Trusts, L.L.C and Family Limited Partnership) since 1990 to membership organizations.
  • Global Estate is a company proud to claim that we have worked with over four hundred groups and helped more than 49,000 clients throughout the country protecting their assets.
  • We are dedicated to offering your members/our clients the highest quality estate planning, assets protection and legal services at affordable rates. 
  • Global Estate exclusively limited to providing highly specialized asset protection documents and proud of its reputation and integrity. We are committed to efficiency and quality personal service, designed to meet the exact needs of your members/ our clients.
  • Global Estate has engaged a highly qualified team of attorneys and estate planning professionals to determine each clients' needs.
  • Global Estate is a company that will be available to her clients long after their Trust and Will is established.

FAQs

HOW TO PROTECT YOUR ASSETS FROM LAWSUITS AND CLAIMS.

There is no one structure fit all in asset protection planning. There are literally dozens of structures that can be used to protect assets. Which particularly structure is used in any given case depends on various factors: aggressiveness of your creditor, types of assets being protected, and whether the planning is being done in advance or at the last minute.

I have insurance, do I need asset protection?

Yes. The vast majority of individuals have insurance. Yet, they still need assets protection. While insurance will cover most claims, it will not cover all claims, and you may have insufficient policy limits. Everyone should have umbrella insurance, but is very difficult to get coverage in excess of $4 million. Many claims will exceed that amount.

Is asset protection legal and ethical?

Yes, if it is implemented in a legal and ethical manner. Tax lawyers had been using this technique for many years as a convenient way fro reducing family income, estate reduction plan and for asset protection. Assets protection relies on common corporate, estate planning and tax planning structures.

Does a living trust protect my assets?

No. Living Trust (revocable living trust), is designed to avoid guardianship and probate. A creditor can force you to revoke the trust. The assets then revert to your name, and the creditor will then get them from you. In many states, the creditor can go after the assets of your living trust directly

I have a corporation does my corporation protect my assets?

No. If you own valuable assets through a corporation a creditor will be able to seize the stock of the corporation from you. Once the creditor owns the stock, the creditor can liquidate the corporation and get its assets. Any corporation would do a poor job of protecting your assets. Instead, use a limited liability company or a limited partnership.

How about simply give my assets to family members?

Yes you can, but it will not be an effective asset protection tool. When you give your assets to family member or anyone else, you simply lost control of the assets and the chances you will never get it back, also you must consider the gift tax burden, plus any intelligent creditor would challenge a gift to family members as a fraudulent transfer and set it aside, allowing the creditor to reach the transferred assets.

What are the tax consequences to asset protection?

Most properly structured plan files an annual informational tax return setting forth its income and expenses, but doesn’t pay tax it’s a pass through entity, no double taxation. This means that your bottom line tax liability should not change. All structures used in asset protection are either disregarded for income tax purposes, or are flow-through entities like partnerships or S corporations.

Can I keep control over my assets?

That depends on a multitude of factors. Often times the answer is yes. Sometimes, you may have to give up control, at least for a period of time, and trade it off for increased protection.

How effective is a prenuptial agreement?

Very. A prenuptial agreement is one of the most effective asset protection tools available. The separate property of one spouse is not reachable by the creditors of the other spouse. Because a prenuptial agreement cannot possibly be a fraudulent transfer, it can never be challenged by a creditor. Simply protects both spouses from each other's creditors.

What is a transmutation agreement?

Married couple with substantial assets should consider a transmutation agreement. This is a simple written agreement that allows spouses to easily convert their community property into separate property. The transmutation agreement does not address divorce, alimony or any other issue. It simply ends community property and creates separate property.

Should my asset protection trust be irrevocable?

Yes. If you have the ability to revoke a trust, like you do with a traditional living trust, a creditor can force you to do so, and then will get your assets. An irrevocable trust is treated as a separate legal person. If you have no visible control over the assets of the trust, your creditors will not be able to reach the assets of the trust. In many states an irrevocable trust simply means that no one can force you to revoke the trust, but you retain the ability to do so, at your discretion.

How do I retain control over an irrevocable trust?

There are a number of ways. Most importantly, you should appoint a friendly trustee. A friend or a family member who would look after your best interests and who would comply with your requests.

Is my IRA protected?

Not under federal law, and not under the laws of many states. For example, California will protect the IRA only if you have no other assets, and even then the protection is very limited.