Alan C. Brown is an estate planning and business lawyer practicing in the Private Wealth Services practice group. He has a strong national reputation in estate planning and tax law and represents a variety of high net worth individuals and family-owned businesses.
Alan has been successful in inventing unique estate planning and business solutions for clients’ challenges, including:
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Inventing the legal structure for the first billion dollar hedge fund for life insurance policies; copies of that fund started the life settlement market in the United States.
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Inventing a proprietary funding program for grantor retained annuity trusts for a U.S. family that, coupled with a remarkable increase in trust assets, within ten years resulted in one-half billion dollars of trust assets in GST exempt trusts with zero gift or GST taxes paid; an IRS gift and GST tax audit resulted in no change.
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Inventing a deferred limited liability company structure that provides the benefits of freeze partnerships without requiring annual payments of cash or property to the founder.
