My name is Patrick D. Newton. I am an 8 year Estate Planning attorney currently practicing in Hendersonville, NC with the law firm of Strauss & Associates, P.A. I have started blogs in the past, and every time I have failed to maintain them. So I apologize on the front end if there is ever a gap in posting.
My practice mostly consists of helping wealthy ($10 Million +) families protect their assets through tax minimization planning and asset protection planning. Among other things, my clients utilize revocable trusts, irrevocable trusts, charitable trusts, private foundations, and LLCs to accomplish their goals.
It is very important to me to include my clients' other advisors (CPAs, CFPs, Financial Advisors, Life Insurance Agents, etc.) in the planning process from the beginning. This helps ensure that there is a clear understanding among advisors of where the client is heading.
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