Practice Areas

 

Life Settlement Industry Services

ERWIN & JOHNSONLLP is the leading law firm specializing in Trustee, Escrow and Transactional Structuring services for the life settlement industry. With decades of combined experience in the legal, financial and tax industries, our professionals are able to quickly and creatively advise our clients on even the most complex transactional structures. With hundreds of millions of dollars of assets under trustee supervision, we have built a solid reputation with providers, brokers, financing entities and bonding companies for reliable and timely service. Our escrow department has successfully processed hundreds of millions of dollars in escrow transactions. The firm has rapidly become a well-respected member of the life settlement industry and is a proud member of the Life Insurance Settlement Association.

Trustee Services

At ERWIN & JOHNSONLLP we understand the role of trustee. We know that being a trustee requires not only a specialized array of investment, tax and legal expertise, but also sensitivity to the needs and aspirations of the individuals and investors for whose benefit a trust has been established. Our firm serves as trustee as a profession, not a favor. ERWIN & JOHNSONLLP devotes full-time attention to trust management in a professional manner. Our services include:

  • Asset Management and Beneficiary Distributions
  • Drafting of Trust Documents and Establishment of Trusts
  • Fiduciary Income Tax Filing
  • Management and Supervision of Third Party Trust Service Providers
  • Record Keeping and Administrative Duties
  • Transactional Compliance

Escrow Services

The Escrow department at ERWIN & JOHNSONLLP is staffed by knowledgeable, detail-oriented attorneys and accounting professionals who understand the legal requirements associated with multi-million dollar escrow transactions. We utilize state-of-the-art computerized equipment to help us process information and transmit data with more accuracy and speed than ever before. We understand the need to close transactions in an expeditious manner and work with our contacts in the industry to accomplish our clients’ goals. Most importantly, we are always available to answer our clients' questions and will do everything in our power to make sure things get done on time.

Transactional Structuring

The attorneys at ERWIN & JOHNSONLLP are experienced with the structuring of equitiy and debt transactions, including the drafting and implementation of private offerings and placements concerning numerous life settlement transactions. We work closely and in partnership with our clients to help them to devise appropriate structures to accomplish their transactional goals. The firm has played an integral part in pioneering collateral asset financing structures and has developed cutting edge financial strategies utilizing life settlement assets. The members of the firm continue to explore alternative approaches to the traditional uses of the emerging asset class and are widely recognized as some of the most creative and influential forces in the life settlement industry.

To learn more about our Life Settlement Industry Services practice group, please contact one of the professionals listed below:

 
 
   
   
 
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