Protect what you've worked your life to build.

Asset protection planning is most relevant for business owners, professionals in higher-liability fields, families with concentrated assets, and high-net-worth families with succession concerns. It is not only for the ultra-wealthy: anyone with meaningful assets to protect can benefit from the right planning.

Before we recommend a single strategy, we review your existing documents, entities, and ownership structures. Asset protection only works when it is integrated with the rest of your estate plan, your business plan, and your tax picture. We make sure the full picture informs the strategy.

• Spousal Lifetime Access Trusts (SLATs): Move assets out of your estate while preserving indirect access through your spouse.
• Intentionally Defective Grantor Trusts (IDGTs): Powerful estate-freeze tools that combine income tax efficiency with estate tax planning.
• Domestic Asset Protection Trusts (DAPTs): Self-settled trusts in jurisdictions that offer creditor protection.
• Life insurance and retirement asset structuring: Coordinating ownership and beneficiary structures for protection and tax efficiency.
• Entity creation and ownership coordination: Aligning LLCs, partnerships, and trusts with your overall plan.

Asset protection strategies generally cannot be implemented effectively once a creditor issue or claim has already arisen. Transfers made in the shadow of a known liability can be unwound. The best protection is the kind that has been in place for years before anyone needs it.

Asset protection often involves entity formation and trust governance across multiple states. Different jurisdictions offer different protections and trade-offs. Our licensure in VA, MD, D.C., FL, and CA, combined with our coordination capabilities in friendly trust jurisdictions, lets us design strategies that are both legally sound and practically workable.