Asset Protection

ASSET PROTECTION

It's all about protection!

When we discuss asset protection with our clients, we do a comprehensive review of both their business and personal (family) assets. Then we create customized plans based on their needs and goals. This requires two considerations: Business Entities to protect their business assets and a strong Family Estate Plan to protect and allocate their family’s assets. These two objectives can compete with each other, which is why we structure our plans differently than many corporate and estate planning attorneys might do. We make sure that all parts of an asset protection strategy work together and meet all the needs of our clients.

BUSINESS ENTITIES

Small Business Entities
Real estate tax savings LLC
The SERIES LLC

PROTECTION TRUSTS

Asset Holding Trust
Family Living Trust
Asset Protection Trust