Asset Protection Planning Resources

Asset Protection Audit: Catch Flaws in your Asset Protection Plan

Many asset protection pans fail to consider both inside and outside risks and liability, leaving assets exposed to creditor attacks from upstream and downstream, or forward and reverse piercing of the corporate veil.  These flawed asset protection attempts are usually implemented with a lack of awareness of available legal protection techniques.

Essentials in Asset Protection Planning: Maxims and Discussions

Some ill-informed asset protection plans even violate fraudulent transfer rules, voidable transaction laws, or create unintended (and very expensive) taxation consequences.  Consider and discuss this list with your attorney:

Before Transferring Property

Before you transfer property, encumber property, or even form a trust or company to hold property, download and review Asset Protection Considerations and discuss your situation with an asset protection attorney.

Asset Protection Resources - Downloads

Once you review and answer these initial questions, we will schedule a consultation to discuss your best options.

Allegis Law - Asset Protection Audit Intake (pdf)


Asset Protection Techniques - Maxims-Discussions (pdf)