Strategic Alliances

Special Needs Planning | Guardianship | Strategic Alliances  | Estate Planning | Individual & Corporate Planning

When most SilverTree clients retain us to be the key coordinator and to assist with the aggregation of their financial affairs, they often do so for two reasons: Our platform for streamlining the Special Needs Planning / Financial Planning process and our Strategic Alliances.

These alliances with accounting firms, law firms and legal document preparers are established to provide clients with what we believe to be quality guidance and counsel on their complex financial affairs, including:

Special Needs Planning

  • Special Needs Trusts
  • Special Treatment Trusts
  • Miiller Qualified Income Trusts
  • Letter of Intent

Estate Planning

  • Wills, Trusts, GRATs
  • Family Foundations
  • Family Partnerships

Tax Planning

  • Managing capital gains/losses
  • Tax return preparation
  • Quarterly income tax projections
  • Not-For-Profit Organization planning and returns

Business/Corporate Planning

  • Processing bills and invoice payments
  • Cash flow projections
  • Personal financial statements
  • Service payroll needs