Asset Protection Trust Planning
Creating an asset protection trust gives you a way to effectively and efficiently distribute your hard-earned assets to the beneficiaries you choose—as well as protect and manage your property if you become significantly ill, mentally incapacitated, or otherwise incapable of managing it yourself.
Without asset protection trust planning, there’s no directive in place to distribute your assets and property after you’re gone. You lose the ability to choose your intended beneficiaries (whether that’s family members, a special charity, or otherwise) and, however unintentionally, you leave your family with an incredible amount of stress as they try to figure out “what happens next.”
Our experienced, detail-oriented asset protection trust planning team can help you change all of that—and change it now.
In the space of just a few hours, we’ll create a plan that:
- Passes on your wealth (including cryptocurrency, NFT, and other digital assets) to the beneficiaries you choose
- Prevents your heirs from paying estate tax
- Saves your family members the turmoil and trouble of “sorting it all out themselves”
- Shields any life insurance proceeds from estate taxes
- Secures and protects your family’s inheritance from future creditors, divorce, and estate taxes
We can also work with you to create and establish a specialized plan for:
- Asset protection (DAPT)
- Business succession planning
- Digital estate planning (including cryptocurrency and NFTs)
- NFA Gun Trusts
- Medicaid Planning Trusts
- Taxation of trusts
IN THIS INDUSTRY