I will structure domestic and offshore asset protection trusts
Fintech, Securities, and Tax Counsel
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Over deze dienst
Protecting wealth requires more than a template trust or basic estate plan. I help individuals, families, investors, business owners, and high-net-worth clients design practical asset protection structures that reduce exposure to creditors, lawsuits, business risks, and unnecessary tax or succession complications.
Services Include:
- Domestic asset protection planning
- Foreign/offshore trust structuring
- Irrevocable trusts and dynasty trusts
- Spousal Lifetime Access Trusts (SLATs)
- LLCs, holding companies, and family limited partnerships
- Equity stripping and debt-based protection strategies
- Business and real estate asset segregation
- Privacy and ownership structuring
- Trustee, protector, and beneficiary planning
- Fraudulent transfer risk review
- Estate and succession planning coordination
- Review of existing trusts, entities, and asset protection plans
I focus on compliant, defensible planning, not hiding assets or avoiding lawful obligations. Every strategy must be reviewed based on your residency, assets, family structure, creditor risk, and tax situation.
Message me before ordering, and I'll give you a free consultation to make sure we're the right fit.
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Veelgestelde vragen
How can you protect my assets?
Through trusts, legal structures, and strategies tailored to your situation, safeguarding against lawsuits and creditors.
What is a SLAT trust?
A Spousal Lifetime Access Trust, used for asset protection while benefiting your spouse.
Do you offer consultations?
Yes, I offer complimentary consultations to discuss your needs and explore solutions.
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W wilcoxwellness

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Very knowledgeable and great to work with
US$ 200-US$ 400
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9 dagen
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just_joey

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Lopende samenwerkingGreat person to work with!
US$ 400-US$ 600
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2 reviews van deze dienst
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- Communicatieniveau van de freelancer
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W wilcoxwellness

Verenigde Staten
Very knowledgeable and great to work with
US$ 200-US$ 400
Prijs
9 dagen
Looptijd
P 
Reactie van de freelancer
Nuttig?J 
just_joey

Verenigde Staten
Lopende samenwerkingGreat person to work with!
US$ 400-US$ 600
Prijs
P 
Reactie van de freelancer
Nuttig?
