Asset Protection

What does asset protection mean to you? To us, it means putting together a plan that allows you to retain substantial control over your assets and also makes it pretty much impossible for anyone to enforce a judgment over those assets.

We offer asset protection strategies and simple estate tax savings for clients interested in minimizing the impact of transfer taxes on their estate, such as credit shelter trusts and qualified terminal interest property (QTIP) trusts.

Some of our more sophisticated transfer tax savings and asset protection strategies include the use of family limited partnerships, family limited liability companies, buy-sell agreements, estate freeze and valuation discount strategies, charitable remainder and charitable lead trusts, qualified personal residence trusts, irrevocable life insurance trusts, dynasty trusts, grantor retained income trusts, qualified domestic trusts (QDOT), and qualified Sub-S trusts (QSST).

To learn more about what our asset protection can do for you, explained in layman's terms, don't hesitate to contact us. We'd love to help.

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