WHAT WE DO

We focus exclusively on wealth preservation through transfer tax mitigation and asset protection. Lombardy Law helps individuals and families at all levels of wealth minimize their exposure to the estate tax, the gift tax, and the generation skipping transfer tax. Additionally, we provide liability protection through the appropriate structuring of asset ownership. We are not generalists. We do one thing—we help you protect your wealth—and we do it well.

WHO WE ARE

Lombardy Law PLLC is a law firm owned and managed by Russ Lombardy (bio) providing sophisticated legal services in the area of wealth protection.

HOW WE WORK

We are firmly committed to avoid becoming a part of the mediocre majority that currently exists in many legal practice areas.

A focus on genuine client service, as opposed to revenue production, is a foundational objective of this firm. In direct opposition to many law firms that may also be able to provide exceptionally sophisticated services, the outcomes measured by Lombardy Law revolve around client satisfaction and plan design expertise, as opposed to dollars generated for the firm.

The professionals at Lombardy Law give out direct telephone contact numbers and endeavor to return all messages, whether voice mail or email, within the business day. If a same day return call or return email is not possible, a message will be returned the next day.

WHY WE ARE HERE

Lombardy Law PLLC was founded to provide an experienced-based approach to the provision of a discrete set of legal services. The philosophy of Lombardy Law is to provide exceptionally deep knowledge in the area of wealth preservation, and to decline to practice in other areas.

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Lombardy Law's areas of practice include the following:

• Sophisticated estate planning utilizing Wills, Revocable Living Trusts, and other testamentary planning and probate avoidance tools for individuals, married couples, unmarried couples, and international families



• Wealth replacement strategies utilizing Life Insurance Trusts, Charitable Trusts, and other special use vehicles



• Wealth transfer strategies utilizing Family Owned Entities such as LLCs and LLPs



• Asset protection strategies utilizing asset protection trusts and entities



• Charitable Planning utilizing Charitable Remainder Trusts, Charitable Lead Trusts, and Private Family Foundations



• Business services for entrepreneurs such as determining the correct business entity (corporation, limited liability company, etc.), business compliance, and business transactional services



• Other services include: Disability Planning utilizing Financial Powers of Attorney, Medical Powers of Attorney, and Living Wills; Pet Trusts; and Medicaid qualification planning including the use of special/supplemental needs trusts