AI Magazine Issue 12 2018

10 Acquisition International - Issue 12 2018 Inter Vivos, PLLC is an estate planning law firm, delivering tax planning, asset protection planning, business planning, and legacy planning solutions. Recently, we caught up with Managing Partner, Glen Wagstaff who provided us with a detailed insight into the award-winning services the firm provides to their clients. stablished in 2014, Inter Vivos, PLLC handles estate planning and property transfer services both domestically in the United States and internationally. As the firm rapidly approaches five years in business, the team at Inter Vivos, PLLC have just started their international efforts. However, the firm now has attorneys licensed in 10 countries and can assist with planning across the United States. Going into further detail, Glen begins by informing us of the areas Inter Vivos, PLLC specializes in as well as the clients which they serve. “Here at Inter Vivos, we specialize in anything related to wills, trusts, transfers of property, and legacy planning. Within the United States, we have 24 specialty areas of estate planning that we market to. Internationally, we focus on assisting immigrant families and business owners to protect their property interests in their home country, plan around international tax questions, and structure business entities in an international marketplace. “As for our clients, we serve both families and business owners who either have property in multiple countries, travel frequently, or do business across multiple countries. We find that many times they have not considered what would happen to inheritances or to property interests if something happened to them. Our main goal is to help them think through those questions.” Helping the firm to achieve their main goal is the dedicated team which forms the backbone of Inter Vivos, PLLC, as Glen is keen to explain. “At Inter Vivos, we have great attorneys who are representing our firm. They are trustworthy, competent, and professional. A large part of our success is that we are a firm made up of good people, all with sincere desires to help each client with their needs.” Contact: J. Glen Wagstaff Company: Inter Vivos, PLLC Address: 100 N. State St, Lindon, Utah, 84042, United States of America Telephone: +1 801-477-1570 Website: www.intervivosplan.com Providing Access to Quality Estate Planning E Nov18355 When discussing some of the challenges facing the industry, Glen reflects on the obstacles that the team at Inter Vivos, have had to overcome, and highlights the techniques the firm employs to stay ahead of the game in the future. “Since our inception, we have found that one of our biggest challenges is the mistaken idea that low cost internet based solutions are good enough for clients. The reality is that for clients in an international marketplace, those types of solutions often do more harm than good. The reason is that it really does take a professional with an in-depth understanding of planning strategy to assess your needs and assist you in protecting your interests. It pays to do things right the first time. As such, we find that when clients spend money and do it wrong, it is much more costly when we try to fix the situation later.” Looking ahead to what the future holds, Glen signs off by revealing the exciting plans for 2019 which lie in the pipeline for the firm, especially following their recent success as 2018’s Most Outstanding for Estate Planning Solutions – USA, a title they were awarded by Acquisition Intl. “To our knowledge, we are the fastest growing estate planning law firm in the world and we have not yet begun our expansion efforts in earnest. Moving forward, we plan to have an international presence in every major market within the next few years, but our goal for 2019 is to establish ourselves as the pre- eminent estate planning firm in the United States and to expand to over 200-member attorneys. “Over the last few years we have seen numerous trends within the legal industry. However, we feel that we are on the forefront in pioneering a better model for the business of law and hope to take that model across the globe.” “The reason is that it really does take a professional with an in-depth understanding of planning strategy to assess your needs and assist you in protecting your interests.”