November 9, 2012

Built and Protected Wealth with Family Limited Partnership

We created a Family Limited Partnership (FLP) for a client to manage and protect their assets while reducing the value of their estate. Our client funded the FLP with nearly $4 million of securities. One of the partners is an Intentionally Defective Grantor Trust, so the assets were removed from the client’s estate. After seven years, the fair market value of the assets is nearly $7 million.

Learn more about our Family Wealth and Estate Planning services.

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November 9, 2012

Discovered Indicators of Financial Fraud on Major Light Rail Construction Project

Comprehensive analysis of all financial documents relating to a major construction project to determine additional costs incurred by plaintiff arising from the alleged breach of construction contract. Analysis of detailed financial and operating records of construction consortium to form an opinion as to the existence of the indicators of financial fraud on a major light rail construction project. Venue: State Court – St. Louis County, MO.

Learn more about our Fraud and Forensic Accounting services.

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