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