Welcome New York State Bar Association
October | 2018
Tim is a partner in the Greater Boston firm of Borchers Trust Group, P.C.
He practices in the fields of estate and tax planning, real estate, asset protection, trust and estate settlement, and serves in trustee capacities.
He is the creator of the Heirloom Ownership Trust™ toolkit for attorneys, Inheritance Trust™ and other trademarked estate planning and settlement techniques, and is a co-creator of SecondHomeSavvy.com.
Read Tim’s full bio here.
Chris is a Partner in Twelve Points Wealth Management in Concord, MA and Principal of the Twelve Points Family Office division, which provides concierge services for high net worth individuals.
He has a concentration in financial plans for lawyers and law firms.
He holds a degree in Finance and Management from Northeastern University and a J.D. from Massachusetts School of Law. Chris is a co-creator of SecondHomeSavvy.com.
Learn more about Chris and his work here.
We hope you found our October 18th NYSBA program interesting & informative. We enjoyed meeting many of you & speaking about second home succession planning. We did our best to pack as much into our presentation as possible. We fielded many questions, but realized there were still many outstanding questions in need of clarification.
For this reason, we offered one free Q&A session that was conducted live. If you were unable to attend, you may want to add your name to the email list below, which will keep you abreast of future Q&A Sessions as well as when other resources become available. You’ll also find additional resources that might prove useful or beneficial to your practice.
Attorneys - Heirloom Properties & Trusts
Tools & resources to help attorneys interested in Heirloom Properties & Heirloom Ownership Trusts.
*Your email address will not be shared with or sold to any third party entity. We will only use it for direct email communication with you, and you will have full control and can unsubscribe at any time.
Heirloom Property Toolkit, Additional Options for Purchase:
Tim Borchers specializes in second home succession and co-ownership planning, and offers support services to attorneys who seek to further enhance their proficiency when assisting clients with second homes, heirloom properties and co-ownership arrangements.
There are 3 options available to you:
This toolkit includes terms for full trusts and agreements, second home clauses and tools, like questionnaires, funding calculator, terms for your engagement with a client, and marketing materials and suggestions to use as often as you like.
$850
Includes access to future changes to existing toolkit as well as new materials added to the toolkit.
Tim will spend 2 half-hour sessions or 1 one-hour session with you to discuss strategy for your cases and assist with drafting or other questions, and you will have the toolkit to use again and again.
$1,300
Upon making your payment, you’ll automatically be sent to a page with the download link for the Toolkit and Tim’s calendar for scheduling.
In addition to the Toolkit, Tim will co-counsel one entire case with you, assisting in strategy, how to price your work, drafting, questions of general law, and review of documents, invisible to your client, until the matter is complete, up to 5 hours of Tim’s time.
$2,500
$1,300 payable now, the remaining $1,200 to be billed later
Upon making your payment, you’ll automatically be sent to a page where you can download your Toolkit and also schedule your first meeting with Tim.
- Terms of Purchase: The Toolkit materials are not an out-of-the-box solution to counseling, drafting and marketing in the second home area of the law. They are tools for your application and creativity. They are not perfect. Edit them freely. If you believe there is a problem, kindly share your finding so that the creators (“We”) may possibly improve the product. We reserve the right to make changes to the materials. We will provide purchasers access to updates from time to time. We make no guarantee of results or the usefulness of the Toolkit to particular cases. No relationship is implied or created between the creators and lawyers’ clients. You may use the materials in your law practice and in your firm practice. Do not otherwise replicate them or resell them. Honor any trademarks shown.
- Refund Policy: We will honor your request for a full refund within 72 hours of purchase. Please send request with specific feedback on your review of the materials along with your assurance that you have destroyed all copies of the materials to Coach@BorchersLaw.com. Allow 30 days for the refund to be processed.
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