In addition to providing traditional estate and business planning, we assist clients in implementing techniques to preserve and protect their wealth from potential legal risks. Such risks may arise out of various circumstances and activities, including business ventures, service as director or trustee of corporations or charitable organizations, personal injury claims, or the dissolution of a marriage.
We represent both U.S. and international clients, and create a plan tailored to the client’s specific assets, goals and numerous other factors, integrating both tax efficiencies and wealth preservation benefits
We employ sophisticated approaches to protect the wealth of high-net-worth individuals and their families. Techniques may include:
- The use of family limited partnerships and other closely held business entities;
- Maximizing state-law exemptions for an individual’s homestead, pension plan, life insurance and annuities; and
- The creation of asset protection trusts, either in the U.S. or in foreign jurisdictions.