Specific Strategy For Professional Athletes.
Fictional NIL Trust Example
FICTIONAL EXAMPLE — NOT A CLIENT ACCOUNT
Identity verified — Complete
Engagement signed — Complete
Agreed initial payment — Complete
Questionnaire — Complete
Asset and rights review — In progress
Plan design — Not started
Client approval — Not started
Execution — Not started
Funding and beneficiary coordination — Not started
Review — Not started
Example task: “Provide the NIL agreement for attorney review.”
Owner: Client.
Status: Awaiting document.
Estate planning for professional athletes and their families. Put your wishes in writing, plan for the people who depend on you, and coordinate with the advisors you already trust. I’m also interested in what happens outside the spotlight: family responsibilities, business interests, contracts, changing residences, and the transition from a playing career to whatever comes next. Your estate plan should account for your circumstances. It should not assume that your team address tells the whole story, that every contract can be moved into a trust, or that everyone around you has permission to see your affairs. We work with your agent, financial advisor, CPA, business manager, and other counsel when you authorize it. Our role is to help coordinate the estate-planning work around your interests and instructions.