Asset Protection

We advise clients on how to structure and manage real estate, personal and investment assets, and closely held business interests, so as to minimize exposure to certain business risks and potential creditors. To the greatest extent possible, our business documentation is done in a manner that best protects business owners and their partners from third party creditors. 

  • Review of assets
  • Use of international entities for offshore clients
  • Use of Florida or Delaware limited liability companies or corporations,
  • Florida limited partnerships and land trusts
  • Use of multi member LLCs, and “tenancy by entirety” (TBE) ownership
  • Real Property tax planning
  • Obtaining “homestead” status for residential property
  • Real Property tax planning
  • Working with family advisors, trust estate attorneys, CPA’s and other professionals