Carleton S. Mills

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Asset & Lawsuit Protection

Carleton S. Mills, JD, LL.M. 
Attorney at Law

Mr. Mills specializes in protecting the assets and income streams of wealthy clients exposed to the potential liability associated with business ownership, maintaining professional credentials, real estate ownership and other potential risks.  Protection strategies are deployed both domestically and internationally.  In addition to devising protective strategies, Mr. Mills drafts all legal documents and completes necessary asset titling.


Contact Information:

444 West Tenth Street, Suite 100
Santa Ana, CA 92701-3403
(714) 550-9393
(714) 550-0665 Fax
karti@aol.com

bulletMember, California Bar Association
bulletB.S. Business Administration, University of Southern California (USC)
bulletLL.M. in Taxation, Boston University
bulletJuris Doctor, University of San Diego Law School
bulletAuthor of numerous published articles on federal income tax and estate tax
bulletSpeaker and lecturer on financial and tax planning matters
bulletTaught Federal Income Tax for the College for Financial Planning, one of the required courses for the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential.
bulletPrivate practice since 1981.
bulletPractice Specialties Include:
bulletAdvanced Estate Planning
bulletCharitable Planning
bulletAsset & Lawsuit Protection
bulletIncome Tax

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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.
Investment Advisory Services, including fee-based asset management
accounts held through NFS, LLC, are offered through 1st Global Advisors,
Inc.  All other financial planning services are offered through Financial
Dynamics, LLC.  Financial Dynamics, LLC and 1st Global Capital Corp. are
not affiliated.  Mortgage, credit and real estate services are offered by
entities unaffiliated with 1st Global Capital Corp.
Send mail to Rob Leanza with questions or comments about this web site.
Copyright © 2007 Financial Dynamics, LLC.  All Rights Reserved.
Last modified: May 26, 2008.