For attorneys
Your client needs an offshore trust. You don’t have to draft it.
Offshore asset protection is a narrow, technical corner of trust law. Most capable attorneys never draft a Cook Islands trust, because most clients never need one — and then a client arrives who does. We work with attorneys in that position, either as co-counsel on the offshore portion or by taking a referral, and the client stays yours either way.
What we handle
The offshore piece, end to end.
Structure and jurisdiction
Whether an offshore trust is the right tool at all, and if so where it should sit. Sometimes the answer is that your client does not need one — we will tell you that.
Drafting and formation
The trust deed, the Cook Islands LLC where one is used, and the coordination with offshore counsel and the licensed trustee.
Trustee and protector selection
Introductions to trustees and protectors we work with directly, so your client chooses rather than inherits.
Funding and reporting
Walking the client through funding step by step, and setting up the annual IRS and FinCEN reporting so their CPA can run it as routine.
What stays yours
We are not trying to become your client’s lawyer.
- The client relationship
- They remain your client. We are not pitching them anything else.
- The rest of the plan
- Estate, tax, corporate, litigation. We work the offshore piece and stay out of the rest.
- Visibility
- You are copied on what we send, and you see the documents your client sees.
Fees are agreed on a per-matter basis before work begins, and any arrangement between firms is documented and disclosed to the client as the applicable rules of professional conduct require.
How it works
Three steps, usually inside a month.
- 01
You call us about the matter
A conversation between attorneys, not a sales call. Bring the facts: what the client owns, what the exposure is, and how much time there is. If offshore planning is the wrong answer we say so on that call, and there is no charge for it.
- 02
We agree the shape of the engagement
Co-counsel or referral, what each firm does, and what it costs. In writing, before anything starts.
- 03
We do the offshore work
Drafting, trustee coordination, formation, funding support, and the reporting setup. You stay informed throughout and keep the client relationship.
Why us for this
You can check our work before you call.
Referring a client is a professional risk, so the useful thing we can offer is verifiability rather than adjectives. Our attorneys are named with their bar numbers. Our engagement agreement and our pricing are published. And our reading of the offshore case law is public in full, including the decisions that went badly and why.
We also teach continuing legal education on offshore planning, and we are happy to answer a question from an attorney who is not referring anything at all.
Next step
Have a matter you want to talk through?
Call us directly, or send the outline and we will come back to you within one business day.