ASSET PROTECTION, ESTATE PLANNING, RETIREMENT, STRATEGIES
President and COO,
Legacy Global Foundation
Melodie Durfee is the president and chief operating officer of Legacy Global Foundation. She consults with family offices and foundations across the nation and internationally, advising on administration, finance, risk management, controls, planned giving, alternative assets, and international transactions and activity. Over the years, Ms. Durfee has mediated resolutions for organizations, families, and individuals in solving tax, bankruptcy, legal actions, planned giving, and ethical trust violations. She has solved complicated tax problems for donors and charities and provided education on the valuation, acceptance, and investment of non-cash and alternative assets for organizations and families.
Financial, Tax, Estate Planning
Durfee Law Group, PLLC
Serving the best clients in the world for dynasty estate planning, asset protection, charitable planning, business and tax planning, and related matters. We help our clients and their families “live well and leave a legacy™.” “Dynasty Planning” structures wealth so it will grow and flow like a stream through the family providing water to many generations. Our office takes a team approach to bring you professional estate planning documents and services. For the past 30 years, we have helped our clients save billions in estate taxes. In addition to helping with tax savings, we take pride in working together with you to create jurisdictionally independent and portable estate planning documents, so that wherever life may take you, your estate planning documents work for you.
5 Lies Your Advisor Tells You: How To Protect Your Wishes and Assets by Identifying and Minimizing Risk
Identifying red flags in your advisory team and developing an environment of trust and responsibility for your family and advisory team that will empower and protect your legacy for generations. How to identify, prevent, prepare for, and deal with unexpected risk.