Our firm has expertise in assisting clients with the arrangement of their finances, real property, and other assets in a manner that minimizes their exposure to potential creditors.  We are well versed in establishing protective trusts, determining insurance needs, and structuring investments and business entities so that our clients are able to enjoy the highest level of confidence in the security of their accumulated assets.

Assets owned by a properly structured irrevocable trust, foundation, or business entity limit individuals from reaching the assets held by them. In addition, placing assets into an asset protection entity may have the benefit of removing those assets from a person’s taxable estate.

We know how to evaluate current client holdings and work with our clients to identify the best ways to legally protect those holdings from a variety of creditors, whether through civil suits involving negligence or malpractice.

The exact strategies employed by our firm will vary depending on the client, the nature of the assets, the country of origin, and the tax regulations that apply to those assets, but the goal is always to effectively protect assets in a manner that is effective, legal and ethical.

We help clients protect their wealth using a variety of strategies including the use of special trusts, business entities and other legal arrangements.

Contact our firm today to schedule an initial consultation.

Contact Our Claremont Estate Planning Lawyer Today!

Contact attorney Chris Scarcella, Esq., Certified Specialist in Trust, Estate Planning, and Probate by the State Bar of California, Board of Legal Specialization today to schedule an initial consultation.