Asset Protection

The focus of our law practice is on asset protection planning. We structure our clients personal and business holdings to protect against risk of loss from sources of potential liability.  This structuring is based upon the correct choice of business entity and the proper asset protection strategies for holding investment  assets and accumulated wealth. Our expertise is in both domestic and offshore planning and we advise our clients of the best options based on their particular needs.  Many clients also seek a high degree of privacy for their business and financial affairs as well as maximum protection for their available assets.

Domestic and International Tax Planning

Tax planning is key component of asset protection services. How we choose the correct business entity and structure a business model depends upon many factors including asset protection and tax efficiency.  The 2018 tax law creates many opportunities for tax planning through shifting income from high to low bracket taxpayer, domestically or internationally. Corporations, LLC’s and trusts can be incorporated into sophisticated asset protection plans to shift income and minimize the overall tax burden of businesses and individuals.

Real Estate Protection Strategies

Some clients own investment real estate such as apartment buildings or commercial properties with significant value. In these cases our approach is twofold: First, it is necessary to minimize potential liability to the client arising from the ownership of these assets. Simply stated, we want to protect the client’s other assets from any lawsuit associated with the property. Second, it is necessary to protect the equity in the property from any type of claim against the client. The legal structure  which we create is designed to accomplish these results.

Trusts and Estate Planning

Based on our expertise in trust law and estate planning we design specially tailored  trusts to accomplish specific client goals. Trusts for our clients can be designed to maximize asset protection, tax saving and estate planning. Many of our clients seek our advice and planning with respect to matters which often include:

Protecting accumulated wealth from liability risks;

Passing property in an efficient manner to family members;

Minimizing estate and gift taxes;

Shifting income to low or no tax jurisdictions;

Protecting inherited property from claims in marital dissolutions;

Protecting inherited wealth from liability claims against children or grandchildren;

Privacy and confidential asset ownership;

Segregating valuable business assets from the operating risks of the business:

Insulating ownership of multiple real estate or investment vehicles from crossover liability risks:

See Types of Trusts for Asset Protection and Estate Planning.

Clients

Our clients are business owners, professionals and individual investors seeking to structure  business and investment ownership  to minimize liability risks and protect accumulated wealth.  The asset protection plans which we create are based upon the unique circumstances involved and the privacy and protection objectives of each individual client. Offshore and domestic trusts, family limited partnerships, domestic and international limited liability companies, foreign corporations and private banking arrangements can be used either alone or in combination with other techniques to accomplish these goals. All of our clients deal directly and exclusively with Mr. Mintz. We do not employ any junior associates or paralegals. Services are generally performed on a flat fee basis determined according to the complexity of the matter.

Submit the Legal Services Request to send us questions or arrange a free initial consultation.  All communications with prospective clients are protected under the California attorney–client privilege. As attorneys we must keep all client communications confidential and are prohibited from disclosing any information to any third party.