ASSET PRESERVATION

 


 

PROTECTION FROM UNFORESEEN CREDITORS

We provide clients with the tools they need to protect their hard-earned assets from various unforeseeable creditors, including business creditors, tort creditors, divorce, and nursing home costs. These tools often include limited liability companies, irrevocable trusts, counseling as to asset structuring, and assistance restructuring assets to maximize eligibility for medicaid and other government benefits.

 


 

PROTECTED INHERITANCE TRUSTS

We enable you to pass on your wealth to your loved ones, while protecting them from their potential tort creditors, business creditors, and divorce. We also counsel you and implement plans to handle situations where your loved ones have challenges that prevent them from managing assets for themselves.

 


 

PLANNING FOR MEDICAID & LONG TERM CARE

The ability to pay for long term care is a rising concern among aging Americans. We advise clients on available assisted living options and develop strategies that will enable them to either pay for those options and/or qualify for government benefits, including medicaid, while preserving assets for their families.

 


 

SPECIAL NEEDS TRUSTS

For your beneficiary with special needs or challenges, we can design and implement trusts that are structured to prevent his or her disqualification from available public and private benefit programs. In particular, we can create trusts that are “non-countable” for medicaid and public benefit purposes.


GET STARTED

Once you’re ready to begin your Asset Preservation, take a look at our process that breaks down the steps we take with you in order to thoroughly implement your goals.

View our process here.