Private Client

Asset Protection Planning

The firm provides strategies to protect a client’s assets from generation to generation. Asset protection is part of an overall wealth preservation and estate planning process that also includes investment advice, income tax planning and insurance planning. We provide asset-protection planning in many situations, such as planning for business owners of a closely held business, planning for business executives, planning for officers and directors, planning for individuals in high-risk situations, planning for professionals, and planning for family members, including the elderly and your children.

Today, litigation creates tremendous risk and exposure to our clients. The firm can assist clients in establishing an Asset Protection Trust. An Asset Protection Trust allows the client to retain an interest in the trust while removing it from the reach of future creditors. Current laws in several states have permitted this type of trust, which provides for the transfer of assets to an irrevocable trust. The trust incorporates spendthrift provisions in the trust document.

Contacts

Asset Protection Planning

David M. Lipshutz
dlipshutz@slwllp.com

Stephen N. Wilchins
swilchins@slwllp.com

Don J.J. Cordell
dcordell@slwllp.com

Sherman H. Starr, Jr.
sstarr@slwllp.com