Asset Protection
Asset Protection Trusts
Place assets beyond the reach of future creditors.
An asset-protection trust holds assets in a legal structure designed to shield them from future lawsuits and creditors.
How it works
Assets are transferred into an irrevocable trust governed by favorable jurisdiction law. Because you no longer directly own them, they can be protected from future claims while still benefiting your intended beneficiaries.
Benefits & considerations
Potential benefits
- Shields wealth from future lawsuits and creditors
- Can be paired with estate-planning goals
- Available in domestic and offshore forms
- Preserves assets for your beneficiaries
Considerations
- Generally must be set up before any claim arises
- Irrevocable structures reduce direct control
- Requires qualified legal counsel to establish
Who it is for
Professionals and business owners with liability exposure who plan ahead.
Explore Asset Protection Trusts for your situation
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