Asset Protection

Asset protection is an important consideration in any estate plan or business plan. Generally, asset protection planning involves arranging your affairs so that your assets are protected from unnecessary risks and potential creditor claims.

In Estate Planning, there are many things you can do to protect yourself and your loved ones from unnecessary liabilities. Some important planning strategies include:

  • Insurance planning
  • Trust Planning
  • Domestic Asset Protection Trusts (including Nevada Trusts)
  • Offshore Asset Protection Trusts
  • Special Needs Trusts
  • Marital, Community, and Separate Property Planning
  • Joint Tenancy

Similarly, in Business Planning, there are a number of things that you can do to protect the business itself as well as the owners of the business from unnecessary liabilities. Some important strategies include:

  • Selection and Maintenance of Business Entities (LLCs, Corporations, Partnership, Family Limited Partnership, etc)
  • Insurance Planning
  • Business Succession Plans
  • Buy-sell Agreements
  • Partnership Agreements
  • Operating Agreements

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    Statutory Protections

    Some assets receive special treatment under applicable state laws. For example, a person’s home, retirement accounts, and life insurance receive a certain level of protection under both state law and federal law. Sometimes a poorly-designed asset protection plan can actually undermine the protection afforded under these laws. A well-designed asset protection plan, on the other hand, will incorporate and/pr supplement these statutory protections.

    Regardless of your specific circumstances, you should consult an experienced Arizona asset protection attorney before implementing any specific plan. To set up a consultation with one of our Mesa asset protection lawyers, contact us.

    Arizona Location

    1839 S Alma School Rd #275
    Mesa, AZ 85210
    Office: (480) 750-7337

    Nevada Location

    3960 Howard Hughes Parkway #500-A
    Las Vegas, NV 89169
    Office: 702-990-3515