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Asset Protection Planning

Protect what you have worked so hard to build against predatory lawsuits

Protect Your Assets

When planning for the future, it’s important to consider not only who will inherit your assets, but also who will be looking to take them away.

While a revocable living trust is a great tool to avoid probate and protect the property you leave your heirs from unnecessary taxes and creditor claims, it does not protect you from potential creditors.

If you want asset protection for yourself, additional planning is required.

There are various levels of asset protection – from a single-member LLC to protect against the potential liabilities of a rental property to offshore trusts designed to protect your liquid assets like cash and investment accounts from future aggressive creditors.

We can help you:

Weigh the Pros and Cons

The Benefits Of Asset Protection

Your real estate, financial accounts and business interests are often your most valuable possessions. If you own these assets personally or in a revocable living trust, they are vulnerable to your creditors.

If you legally transfer these assets to a properly structured LLC, partnership, irrevocable trust or offshore trust, you can shield them from attack.

You want to also make sure your structure allows you to retain the use, control and access to your property. As John D. Rockefeller used to say, “Own nothing, control everything.”

Other benefits include:

  • Enhanced income and estate tax minimization opportunities
  • Integration with your overall estate plan
  • Mentoring opportunities by involving your children/heirs
  • Dynasty planning – perpetuate your structure over generations

The Potential Drawbacks

Do not try this at home. A “do it yourself” approach to asset protection can have serious negative tax consequences and get you in trouble with the courts.

Professional guidance from an asset protection attorney can help prevent:

  • A false sense of security – thinking you have protection that you don’t actually have
  • Fraudulent transfers – transferring property after the fact to delay, hinder or defraud a creditor can get you into trouble with the judge
  • Loss of control – unintentionally transferring assets in a way that causes you to give up management and use of the asset
  • Unfavorable tax consequences


Hiring an experienced attorney who knows how to navigate the minefield of advanced legal planning is crucial. We’ve seen our clients’ asset protection plans hold up in pre-litigation, litigation and bankruptcy proceedings.

The setup process

The first step is to work with you to design an asset protection plan that accomplishes your objectives while balancing your tolerance for cost and complexity. We create a custom written diagram for you so you and your other professional advisors can easily keep track of all the moving pieces.
legal asset protection

Our firm takes care of all the paperwork in consultation with you, freeing up your time to take care of other areas of your business.

The next steps are to:

How will this work with your estate plan?

Many of the same tools that are used to avoid probate, minimize taxes and transfer your property to your heirs in a private, orderly, tax-efficient setting are the same tools used in an asset protection plan.

It’s how these pieces are integrated with each other that provides much of the protection.

Your asset protection plan will be fully integrated with your existing estate plan to make sure your property is not only protected while you are alive, but also after death.

This is Your Next Step

Asset protection requires extra planning

As easy as

01

Expert Planning

Decades of legal experience; featured on ABC News, NBC News, and FOX News.

02

No Surprise Fees

Fixed-fee pricing for all services with absolutely no hourly rates.

03

Unlimited Access

As many phone calls, emails, meetings, and reviews as it takes.