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Asset Protection

    Asset protection planning is as valid an area of practice as any other type of estate or business planning, and requires knowledge of the intricacies of the various exemptions from creditors (tenancy by the entireties, annuities, insurance, wages); IRA and qualified plan benefits protection; asset protection afforded by Florida business entities (LLCs, corporations, partnerships) considering the type of potential creditor (inside creditors of the entity vs. outside creditors of an owner); domestic asset protection trusts; homestead creditor issues; fraudulent transfer considerations; charging orders and collection issues; and sometimes relationship planning (prenuptial and postnuptial agreements, spousal rights). 

    Effective asset protection should rely on the sophisticated use of proper legal strategies, should be integrated with your legal and financial planning, and can be addressed during a no-charge consultation. 

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