our Services

Asset Protection

Asset protection is about preserving and protecting the assets you’ve accumulated over a lifetime, including strategies to shield assets from illness, taxation and frivolous claims from third parties. Without proper asset protection your plan is incomplete and your net worth is at risk. We can help you consider the proper entity structure, account titling and insurance coverage necessary to protect your assets and income.

  • Entity – Corporation, LLC, LP and Foundation
  • Basic Asset Protection – Limited Partnerships, Limited Liability Companies, Asset Protection Trust
  • Revocable Family of Trust Programs
  • Multiple Use Irrevocable Trusts – Medicaid/Medi-Cal/VA Aid and Attendance, Programs