Who Should Consider Asset Protection Planning

  1. Individuals

    •Professionals (doctors, lawyers, service providers)

    •Business Owners and Executives

    •Persons who sit on a Board of Directors (publicly or privately held corporations and charitable organizations)

    •Second Marriages or First Marriages in Lieu of a Pre-Nuptial Agreement

    •Contemplated Sale of Company

    •After Sale of Company

    •Passing Wealth to Children and Grandchildren

  2. Entities

    •Real Estate Transactions

    •Operating Multiple Lines of Business

    •Businesses with High Degree of Liability (trucking, environmental remediation, construction, etc)

    •“Hot Assets”- Airplanes, Real Estate, etc.

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