Asset Protection

Our clients work hard for their wealth and their wealth is often several generations of effort. Liability, however, lurks around every corner and within every transaction from accident liability, product defect, default on guaranteed loans, disgruntled investors, to litigious business counterparties. The world presents as many opportunities to lose wealth as it does to generate wealth.

Our firm takes a proactive approach to guiding clients to protect their assets and structure their wealth safely and lawfully. Through advanced planning prior to the accrual of conflict, clients are able to efficiently and effectively plan. Clients frequently, upon guidance, deploy insurance planning, irrevocable trusts, state law exemption planning, retirement planning, segregation of assets through limited liability entities, and business risk entity division techniques, among others, to minimize risk and shelter assets.