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PHONE: 415-441-8669 | TOLL FREE: 888-50EVANS

Jun 8, 2013 by |

Estate Planning Cons and Scams

While many seminars regarding estate planning opportunities may be helpful, some are used as vehicles to defraud consumers.

Contact an attorney at The Evans Law Firm at 415-441-8669 or 888-50-EVANS or to schedule a free initial consultation to learn about potential estate planning cons and scams.

Bay Area Attorneys, Advising on Constitutional Trusts

Our lawyers advise on a variety of potential estate planning cons and scams, including:

  • Living trust seminars: Many seminars about living trusts are legitimate and provide useful information about estate planning. However, there are some that are blatant schemes to sell annuities.
  • Constitutional trusts: These are often a series of trusts that might include trusts called a “business trust,” “equipment trust,” “residence trust” and the “final trust.” The general idea is that income will shift from trust to trust, and IRS will never figure out where it went. The cost of these trusts is often much higher than an attorney would charge, and the companies that sell these trust arrangements warn their customers to never discuss the trust with their attorneys or accountants. These trusts are illegal. They violate federal or state tax laws, and they are not based on any legitimate court cases. IRS is constantly fighting these trusts and has been successful in convicting the sellers and buyers of these trusts of tax fraud.
  • Trust and will kits from the Internet
  • Legal advice from nonlawyers

San Francisco Attorneys Serving Communities Throughout California

Please call 415-441-8669 or contact us online via e-mail to schedule a free initial consultation to discuss questions about constitutional trusts. Our Bay Area lawyers represent clients in communities throughout California.

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