Asset protection planning
We help our clients consider the best ways to protect their assets. We know our client partners are busy, and many of them rely on us to interpret the challenges they face and to advise them on a course of action—and to implement and monitor it accordingly.
Representative Client Matter: A married couple, both physicians facing considerable risk, sought to create an estate and asset protection plan. A gift plan and appropriately qualifying trusts were created to transfer the real estate used in the wife’s practice and held in an S corporation. Due to the clients’ unusually challenging timing and work schedules, the comprehensive plan was implemented and administered to a significant extent by our staff.