Asset Protection and Wealth Preservation Planning

Clients can spend years and decades building businesses, practices, and professions. Most want to ensure that their assets are available to provide them with financial security and support for the long term. We work with businesses and individuals to segregate and insulate valuable assets from potential legal risks. These risks may arise from diverse circumstances, including failed business ventures, termination of marital or other personal relationships, or personal injury claims.

Through the use of planning vehicles, statutory exemptions, and strategically shifting valuable assets to other family members (in trust or otherwise), we help our clients from being attractive targets by creating layers of insulation between the client and potential creditors.

We work closely with family law, bankruptcy and real estate attorneys to create a customized plan based on the client’s goals, asset holdings, family status, charitable giving and other variables. With proper planning, we can structure a plan that integrates both tax efficiencies and wealth preservation benefits.