While setting up a DAPT or FAPT can provide excellent asset protection, we provide a comprehensive approach to designing an asset protection strategy that fits each unique situation. Because analysis of the client’s life balance sheet is crucial to employing a custom asset protection plan, a Tax Attorney is best suited in this regard. Other Techniques:
- Spousal Lifetime Access
- Trusts (SLATs) and other techniques using the spousal unit
- Optimization of ERISA-Qualified Retirement Plans
- Proper Structuring of Captive Insurance Companies 831(b)
- Life Insurance and Annuities (including Private Placement Life Insurance)
- Ensuring Proper Observance of Fraudulent Transfer Prohibitions
- Optimization of Property & Casualty Insurance Policies
