Asset Protection Trust Pros and Cons

Asset protection trusts are sophisticated legal structures designed to protect assets from creditors and lawsuits. These specialized trusts offer significant security benefits by creating a legal separation between individuals and their assets.

Understanding the pros and cons is essential to making an informed decision about whether this strategy aligns with your wealth preservation goals.

Effective asset protection through trusts requires forward-thinking estate planning, often years before such protection might be needed.

Many individuals spend decades building wealth not only for their retirement but also to create a lasting legacy for their families. However, unexpected healthcare needs, particularly long-term care expenses, can quickly deplete hard-earned assets if proper protection measures aren’t implemented beforehand.

Understanding Asset Protection Trusts

An asset protection trust (APT) is a specialized legal arrangement that holds an individual’s assets under the management of a trustee. The primary purpose is to protect these assets from creditors, lawsuits, or potential future legal claims.

Fundamental Principles

The cornerstone of effective asset protection is severing the legal connection between an individual and their assets. When ownership is transferred to the trust and the original owner relinquishes control over distribution rights, creditors lose their ability to compel asset transfers. This legal separation forms the foundation of the trust’s protective capacity.

For example, if a contractor is injured on your property and sues you beyond your insurance coverage, only your personally-owned assets would be vulnerable to the court judgment, while assets from the trust remain protected.

Irrevocable Trust vs. Revocable Living Trust

The most effective asset protection trusts are irrevocable. Unlike revocable living trusts, which offer benefits like probate avoidance but provide minimal asset protection, irrevocable trusts create a permanent structure that cannot be easily altered once established.

This permanence creates the legal separation necessary for creditor protection. With revocable trusts, the settlor maintains control over assets, allowing creditors to reach those assets through court orders if they win a lawsuit against the settlor.

Key Takeaways

• Asset protection trusts can shield assets from certain legal and financial risks
• They involve strict legal requirements and possible tax considerations
• Not all situations will benefit equally from these trusts
• Effective asset protection requires advance planning, often years before protection is needed

Types of Asset Protection Trusts

There are different kinds of asset protection trusts, each with unique features and jurisdictions. The two principal categories are domestic asset protection trusts (DAPTs) and Offshore asset protection trusts (OAPTs).

Domestic Asset Protection Trusts

Domestic APTs are established within certain U.S. states that have enacted statutes allowing these structures. Currently, 20 states permit domestic asset protection trusts, including Nevada, Alaska, and Delaware (states with particularly favorable laws).

Other states include Alabama, Connecticut, Hawaii, Indiana, Michigan, Mississippi, Missouri, New Hampshire, Ohio, Oklahoma, Rhode Island, South Dakota, Tennessee, Utah, Virginia, West Virginia, and Wyoming.

It’s important to note that not all U.S. states permit domestic asset protection trusts.

Offshore Asset Protection Trusts

An Offshore APT, also known as an offshore trust, is created in foreign countries with trust laws that favor asset protection, such as the Cook Islands, Nevis, or Panama. These jurisdictions often make it more difficult for creditors to access trust assets due to local legal barriers and requirements.

A fundamental distinction between domestic and offshore trusts lies in their relationship to U.S. courts. While domestic trusts remain subject to U.S. judicial authority despite statutory protections, offshore trusts exist outside U.S. jurisdictional reach.

This allows trustees to legally disregard U.S. judgments when permitted by local law.

Medicaid Asset Protection Trust and Other Specialized Trusts

Medicaid Asset Protection Trusts (MAPTs) are a specialized form of irrevocable trust specifically designed to protect assets from being counted toward Medicaid eligibility requirements for long-term care. Unlike general asset protection trusts, MAPTs are crafted with particular attention to Medicaid qualification rules.

Special Needs Asset Protection Trusts warrant consideration for families with disabled beneficiaries. These structures can help vulnerable individuals maintain eligibility for essential government benefits while still receiving support from trust assets.

A comparison of key features:

How Asset Protection Trusts Operate

When setting up an asset protection trust, the grantor transfers assets to the trust, relinquishing personal ownership. A trustee—often a third-party professional—manages the trust according to specific terms of the trust outlined in the trust document.

Trust Funding and Administration

The trust can be funded with various types of assets including cash and liquid investments. Stocks, bonds, securities, business interests, ownership shares, real estate properties, and luxury assets such as aircraft or yachts can also be included.

Each asset requires careful evaluation to determine its suitability for protection while maintaining operational flexibility for associated businesses. Once transferred, these assets are legally separated from the grantor’s personal holdings, creating a barrier against potential creditor claims.

Trustee Powers and Grantor Limitations

While domestic APTs are irrevocable, the grantor can often retain certain limited powers without compromising asset protection. These typically include receiving trust income, directing (but not vetoing) trustee investment decisions, and appointing or removing trustees.

Specific control parameters vary by jurisdiction, but all legitimate asset protection trusts require the grantor to surrender significant control to maintain legal separation from the assets. The trust includes instructions for how assets are managed, distributed, and eventually passed to beneficiaries.

Beneficiary Access and Asset Flexibility

Access to the trust’s assets is limited, with rules differing based on whether the trust is domestic or offshore. Beneficiaries may receive distributions, but they do not own the assets held in the trust until they are actually distributed by the trustee, further reducing exposure to external claims.

Despite the grantor relinquishing direct control (e.g. being unable to remove assets from the trust at will), the trust remains adaptable to changing life circumstances. For example, if relocation becomes necessary, the trustee can sell a house held within the trust and use those proceeds to purchase a new residence, maintaining both protection and practicality.

This flexibility ensures that asset protection doesn’t come at the expense of addressing legitimate lifestyle changes.

Jurisdictional Differences

The legal structure and benefits of an asset protection trust depend greatly on the jurisdiction in which it is formed. These differences significantly impact the trust’s effectiveness, cost, and level of protection.

U.S. Jurisdictions (Domestic Asset Protection Trust)

Some U.S. states, including Nevada, South Dakota, and Delaware, offer statutes designed to make these trusts more robust and favorable for settlors. These states provide clear legal protections against creditors and have well-defined rules on trust administration.

However, even in DAPT-friendly jurisdictions, most domestic trusts remain subject to statutory exceptions that limit their effectiveness. Common exceptions include claims related to child support, alimony and property division upon divorce, and tort claims in states such as Connecticut, Delaware, Hawaii, Mississippi, and Rhode Island.

These carve-outs allow certain creditors to reach trust assets without establishing fraudulent transfer, creating limitations not typically present in offshore structures.

Offshore Jurisdictions

Internationally, countries such as the Cook Islands, Nevis, and Panama are known for strong asset protection statutes with heightened privacy guarantees. These jurisdictions often have strict privacy laws, shorter statutes of limitations for creditor claims, higher burdens of proof for creditors claiming fraudulent transfers, and procedural barriers against creditor actions (such as requiring substantial bonds).

Panama, where Offshore Law Center is strategically based, offers exceptional asset protection benefits with strong privacy laws and immunity from U.S. court orders. This creates a significantly stronger barrier against creditor claims—representing perhaps the most crucial advantage of offshore structures for comprehensive asset protection.

Many offshore jurisdictions have specifically crafted their trust laws to attract wealth from U.S. individuals. These purpose-built legal frameworks address the concerns of high-net-worth individuals and are designed to provide maximum protective benefits while maintaining compliance with international standards.

Constitutional Considerations

Constitutional principles create additional challenges for domestic trusts. The Full Faith and Credit Clause requires state courts to honor judgments from other state courts, potentially undermining DAPT protections when trust elements cross state lines.

The Supremacy Clause allows federal laws—particularly bankruptcy statutes—to override state DAPT protections. These constitutional limitations rarely affect offshore trusts, which operate beyond U.S. judicial frameworks.

A comparative table shows key jurisdictional features:

Selecting the appropriate jurisdiction requires careful evaluation of local laws and individual asset protection needs.

Regulatory Compliance

Asset protection trusts must comply with multiple layers of law, including federal, state, and sometimes international regulations. Understanding and adhering to these requirements is essential for maintaining the trust’s legal integrity and protective benefits.

Legal Requirements

Basic legal requirements typically include irrevocability of the trust structure, proper funding of the trust with appropriate assets, clearly appointed trustees with defined powers, and avoidance of fraudulent transfers (attempting to shelter assets from current creditors). Trustees must maintain up-to-date records and follow reporting obligations to ensure ongoing compliance.

Failing to meet these obligations can result in the trust being set aside by courts.

U.S. Reporting Requirements

For U.S. citizens using foreign trusts, the IRS has strict filing requirements. These include Form 3520 (Annual Return to Report Transactions with Foreign Trusts) and Form 3520-A (Annual Information Return of Foreign Trust with a U.S. Owner).

Failing to meet these obligations can result in severe penalties, including substantial fines and potential criminal charges for willful non-compliance. U.S. citizens utilizing offshore structures must also comply with the Foreign Account Tax Compliance Act (FATCA), which mandates annual disclosure of foreign financial assets to the Internal Revenue Service.

While both domestic and offshore trusts face reporting requirements, the additional complexity of international reporting should be factored into the cost-benefit analysis when considering offshore structures.

Documentation and Administration

Accurate legal documentation, timely filings, and transparent administration are critical for upholding regulatory compliance. Key documentation includes trust formation documents, asset transfer records, annual trustee reports, and tax filings and financial statements.

Retaining qualified legal counsel is strongly recommended to navigate these complex requirements and avoid legal pitfalls that could compromise the trust’s protective features.

Benefits of Asset Protection Trusts

Asset protection trusts offer several significant advantages for individuals seeking protection for their wealth. These benefits extend beyond basic creditor protection to include estate planning advantages and enhanced privacy for trust assets.

Shielding Assets from Creditors

A primary advantage of asset protection trusts is their ability to safeguard assets against future claims from creditors. Once established and funded, ownership of the assets transfers to the trust and they are no longer considered the direct property of the individual. This legal separation places a barrier between the original owner and anyone pursuing unpaid debts or legal judgments.

Asset protection trusts are particularly valuable for professionals in litigation-prone fields such as medicine or law, business owners with potential liability exposure, and high-net-worth individuals seeking to protect accumulated wealth. Beyond direct protection, these trusts serve as powerful litigation deterrents.

Potential plaintiffs may recognize that legal action would yield insufficient recovery to justify expenses. When lawsuits do proceed, the limited asset exposure can strengthen the defendant’s position during settlement negotiations, potentially securing more favorable terms.

For offshore trusts, additional protective features include higher burden of proof requirements for creditor claims compared to U.S. courts, shorter statutes of limitations that permanently bar creditors once expired, procedural barriers such as requiring substantial bonds from creditors before permitting lawsuits, and prohibition of contingency-fee arrangements in some jurisdictions, requiring creditors to pay attorneys out-of-pocket.

A well-structured asset protection trust not only shields assets from the grantor’s creditors but can also protect assets from beneficiaries’ creditors and potential divorce proceedings, ensuring multi-generational protection for family wealth.

Medicaid and Estate Planning Advantages

Asset protection trusts serve as an effective estate planning tool beyond basic creditor protection.

Key advantages include probate avoidance, which helps bypass the probate process, reducing administrative delays and associated court fees. This allows designated beneficiaries to access assets faster and more efficiently after the grantor’s death.

These trusts can also be customized to control how and when heirs receive assets, which is useful for providing ongoing financial support or protecting beneficiaries who may not be adept at managing large sums.

When structured as Medicaid Asset Protection Trusts, these vehicles can help individuals qualify for Medicaid by reducing countable assets while preserving wealth for beneficiaries.

Key considerations include Medicaid’s five-year “look-back” period for asset transfers, protection of the primary residence from Medicaid estate recovery, ability for beneficiaries to maintain their primary residence while qualifying for benefits, and specialized planning for Veterans Affairs benefits through similar trust structures.

For individuals receiving in-home care from adult children, the Child Caregiver Exception provides another valuable option. This provision allows homeowners to transfer their primary residence to a caregiving adult child who has lived in the home providing care for at least two years prior to the owner entering a nursing facility.

It’s important to note that Medicaid—not Medicare—is the primary government benefit covering extended nursing home care. While Medicaid typically covers nursing home care, it generally does not cover assisted living facilities that many clients prefer.

For those planning to utilize private, upscale assisted living accommodations, additional financial strategies may be necessary alongside trust planning.

Confidentiality and Privacy

Privacy is another important feature of asset protection trusts. Because assets are held under the trust’s name rather than the individual’s, ownership details are kept out of public records. This helps maintain confidentiality regarding wealth and asset distribution.

Unlike wills, which often become public during probate, trusts generally remain private, shielding details of asset transfers and beneficiaries from public scrutiny. This privacy can be particularly valuable in sensitive family or financial situations.

Individuals concerned about the exposure of their financial affairs, such as business owners and high-net-worth individuals, often use trusts for this privacy enhancement in addition to the asset protection benefits they provide.

Potential Drawbacks of Asset Protection Trusts

While asset protection trusts offer significant benefits, they also come with important limitations and considerations that must be carefully evaluated.

High Costs and Fees

Setting up and maintaining an asset protection trust requires substantial financial resources. The costs vary significantly based on the complexity of the trust and the jurisdiction involved.

Initial setup fees for domestic trusts typically range from $5,000 to $20,000—rising to around $30,000 for highly customized or multi‑settlor arrangements. Offshore trusts generally start at about $5,000 and can exceed $20,000 depending on jurisdiction and service level. Simpler domestic trusts with minimal complexity may start lower, around $2,000-$4,000.

Ongoing Expenses include annual trustee fees of $2,000-$5,000, asset management fees of approximately one percent of managed asset value, and tax preparation costs ranging from $500-$2,000 per year. This fee structure is summarized in the following table:

When evaluating costs between domestic and offshore options, consider the value proposition rather than just initial expenses. While offshore structures typically involve higher setup and maintenance fees, this differential becomes more justified for high-net-worth individuals given the stronger protection provided.

High costs may make asset protection trusts less accessible to individuals with fewer assets or simpler estate planning goals, requiring careful cost-benefit analysis before proceeding.

Complexity of Setup and Management

Setting up asset protection trusts involve numerous legal and administrative steps. Drafting the trust document requires specialized legal expertise, as the terms must be precise to ensure legal validity and effectiveness against creditors.

After the initial setup, ongoing management can be demanding. Trustees must adhere to detailed regulations and record-keeping requirements, mistakes in administration can result in the loss of protection, and complex coordination among different legal and financial professionals is often necessary.

Complexity increases further when international trusts or multiple jurisdictions are involved. For offshore trusts, some foreign jurisdictions mandate that APTs be registered to a corporate entity rather than an individual.

This additional layer necessitates creating and maintaining a business solely for trust purposes, potentially complicating tax situations and administrative requirements.

Limited Access to Assets

Transferring property to an asset protection trust involves relinquishing personal control over the assets. Once the transfer occurs, the grantor cannot freely manage or retrieve these assets unless specifically allowed by the trust terms.

This limited access represents one of the most significant psychological adjustments for many trust creators. For instance, if market conditions suggest selling investment holdings, the grantor cannot execute these transactions independently but must request the trustee take such action.

The trustee maintains full discretion regarding financial decisions, and changes to the trust or reclaiming assets are usually not possible after the transfer.

Recent court rulings have revealed vulnerabilities in domestic asset protection trusts:

• In Battley v. Mortensen (2011), a federal bankruptcy court applied a ten-year lookback period rather than Alaska’s four-year statute of limitations, voiding a transfer to an Alaska trust.
• In the In re Huber case (2013), courts demonstrated they may apply the settlor’s home state law instead of the DAPT state’s law when the trust’s connections to the DAPT state are minimal.
• While the principal assets within a Medicaid Asset Protection Trust may be shielded from Medicaid’s resource calculations, the income generated from these assets could still affect income thresholds for eligibility in certain jurisdictions.

This reduction in control is often a necessary trade-off for the trust’s protective features.

Political and Economic Instability Risks

For offshore trusts, political and economic factors must be considered. When selecting offshore jurisdictions, political stability and economic health should be carefully evaluated.

In rare cases, political upheaval or extreme economic volatility could temporarily restrict access to trust assets. While established offshore financial centers generally maintain stable environments, thorough due diligence regarding each jurisdiction’s political system, economic fundamentals, and legal consistency remains essential for risk mitigation.

Domestic vs. Offshore Tax Considerations

Understanding the tax implications of asset protection trusts is essential for making informed decisions about which structure best suits your financial goals and circumstances.

Domestic Trust Taxation

A domestic APT located in the United States is typically subject to federal income tax like other irrevocable trusts. The trust may reduce estate taxes by removing assets from the grantor’s taxable estate if structured correctly.

Beyond general tax advantages, asset protection trusts can provide capital gains tax benefits through the ‘step-up in basis’ provision, allowing assets to be revalued at the trustor’s death. This potentially reduces or eliminates capital gains tax for beneficiaries while preserving primary residence exclusions of up to $250,000 for individuals and $500,000 for couples.

Trusts established in states without state income tax, such as Nevada, Alaska, or Wyoming, can eliminate state-level taxation on trust assets and income, enhancing the overall financial benefits of the asset protection plan.

Offshore Trust Taxation

Offshore APTs, set up in foreign jurisdictions, face more complex tax rules. U.S. citizens must generally report worldwide income, so income earned in these trusts remains taxable in the U.S.

This is a critical consideration when evaluating offshore options. While offshore trusts typically offer stronger asset protection, they may expose assets to unique jurisdictional risks including political instability, economic volatility, or regulatory changes in the foreign country.

These potential risks should be carefully weighed against the enhanced protection benefits. Offshore trusts may also trigger stringent IRS reporting requirements and penalties if not properly disclosed.

Foreign jurisdictions sometimes offer reduced or no local tax, but U.S. tax law nearly always overrides these benefits for citizens and residents.

Ongoing Reporting Requirements

Beneficiaries and grantors of APTs must comply with specific tax filing and reporting obligations each year. Domestic Trusts generally require filing IRS Form 1041, listing the trust’s income, deductions, and distributions, and may have state-specific reporting requirements depending on the trust’s location.

Offshore Trusts require additional reporting via Forms 3520 and 3520-A to report ownership interests and transactions with foreign trusts, and must comply with FATCA (Foreign Account Tax Compliance Act) requirements.

Warning: Non-compliance with these reporting obligations can lead to substantial penalties, including significant fines.

This comparison highlights the reporting differences:

Asset Protection Trusts in Practice

Asset protection trusts serve as a powerful estate planning strategy for individuals seeking to shield their financial future from potential judgments, lawsuits, or creditor claims.

Ideal Candidates

Asset protection trusts are most advantageous for: 

• Business owners with substantial liability exposure
• Medical professionals and others in litigation-prone fields
• High-net-worth individuals with significant assets to protect
• Individuals concerned about long-term care costs affecting their estate.

Those with modest assets or limited exposure to liability may find these trusts unnecessary given their cost and complexity. Additionally, since these trusts are usually irrevocable, the resulting restrictions on the grantor’s control must be carefully weighed against the protection benefits.

Asset Suitability

Not all assets are equally suitable for protection within these trusts:

• Real estate holdings and liquid assets typically function well in trust structures
• Retirement accounts such as IRAs, 401(k)s, and other qualified plans generally involve negative tax consequences when transferred, making alternative protection strategies more appropriate for these specific assets

It’s important to note that jurisdictional selection significantly influences protection effectiveness. Varied state laws can impact how effectively a trust protects assets, making location a key consideration in the planning process.

Common Mistakes to Avoid

Several common errors can undermine the effectiveness of asset protection trusts.

• Improper Establishment – failing to work with a qualified attorney may result in documents that do not meet legal requirements, potentially invalidating the trust.
• Late Transfers – transferring assets into a trust after a lawsuit or creditor action has begun is typically ineffective and can be reversed by courts as fraudulent transfers.
• Funding Delays – delaying or incompletely transferring assets into the trust is a frequent oversight that compromises protection.
• Trustee Selection – choosing unreliable trustees or neglecting to update trust documents as asset holdings and circumstances change.

Regular reviews and professional guidance are essential in maximizing the trust’s protective benefits and avoiding these potential pitfalls.

Alternatives to Asset Protection Trusts

While asset protection trusts offer significant benefits, they aren’t the only option for safeguarding assets. Several alternatives may provide similar protections with different advantages and limitations.

Business Entities as Protection Vehicles

Limited liability companies (LLCs) and family limited partnerships (FLPs) are common options for those who own businesses or substantial investments. Both entities can help separate personal assets from liabilities associated with business or investment activities.

An LLC offers personal liability protection by preventing creditors from seizing an owner’s personal assets due to business debts. This structure is particularly valuable for real estate investments and operating businesses.

FLPs allow for the transfer of wealth within families while restricting direct access by creditors. These structures require careful formation and ongoing compliance to ensure their legitimacy and effectiveness under law.

Property Exemptions

Homestead exemptions, offered in some states, provide additional protection for a primary residence against certain creditors. The extent of protection varies significantly by state, with some providing unlimited value protection and others capping the exemption amount.

Other potential exemptions may include qualified retirement accounts (401(k)s, IRAs), life insurance policies, and annuities (in certain states).

These exemptions create protection without the complexity of trust structures, though they typically provide narrower coverage than comprehensive asset protection trusts.

Evaluating the Pros and Cons for Your Situation

When considering an asset protection trust, it is essential to determine how its benefits and drawbacks apply to your specific needs. Individuals should weigh factors such as their financial situation, creditor concerns, and estate planning goals.

Key Benefits to Consider

Asset protection trusts offer several significant advantages.

• Protection from creditors – assets in the trust are generally not accessible to most creditors, creating a legal barrier between your wealth and potential claims.
• Estate planning advantages – trusts assist in efficient wealth transfer while avoiding probate and offering enhanced privacy benefits.
• Medicaid planning – properly structured trusts can help preserve assets while potentially qualifying for government assistance for long-term care costs.
• Litigation deterrence – the mere existence of an asset protection trust may discourage potential lawsuits, as plaintiffs recognize the challenge of accessing protected assets.

Limitations to Consider

Despite these benefits, several important limitations must be evaluated.

• Complex formation and management – creating and maintaining the trust requires specialized legal expertise and continued oversight.
• Significant costs – legal, administrative, and management fees may be substantial, requiring careful cost-benefit analysis.
• Irrevocability – most asset protection trusts cannot be easily modified or revoked once established, limiting flexibility.
• Limited availability – domestic APTs are not universally recognized, with only certain states offering statutory protection. This geographical limitation may require establishing trusts in jurisdictions where the grantor doesn’t reside.

This simplified comparison highlights the key considerations:

In essence, asset protection trusts offer three core benefits: strong protection from creditors, efficient estate planning features, and potential Medicaid eligibility preservation.

These advantages must be weighed against three primary drawbacks: significant establishment and maintenance costs, limited state availability for domestic trusts, and the irrevocable nature that restricts future modifications.

Legal Note: Legal requirements and effectiveness of asset protection trusts can vary by jurisdiction. Individuals should consult qualified professionals to understand implications for their unique situation before proceeding.

Steps to Establish an Asset Protection Trust

For those considering an asset protection trust, a methodical approach helps ensure proper implementation and maximum protection benefits.

The Implementation Process

1. Consult with specialized legal counsel to determine if an APT suits your situation. This evaluation should include assessing your risk exposure, asset portfolio, and long-term objectives. Professional guidance is critical to navigate the complex legal requirements.
   
2. Select the optimal jurisdiction based on your specific needs. Consider factors such as state laws, court precedents, and the level of protection offered. For offshore trusts, evaluate the jurisdiction’s political stability and international standing.
   
3. Create a comprehensive trust agreement with clear terms and parameters. Define trustee powers and responsibilities, establish beneficiary rights and distribution conditions, and incorporate necessary legal provisions to maximize protection.
   
4. Appoint a qualified trustee to manage the trust according to its terms. Consider professional trustees with experience in asset protection. Evaluate their track record, stability, and understanding of relevant laws.
   
5. Fund the trust appropriately with selected assets. Transfer assets according to legal requirements, maintain meticulous records of all transfers, and ensure proper valuation and documentation.
   

Long-Term Considerations

While asset protection trusts offer powerful shields against creditor claims and litigation, they may not suit everyone’s needs. Their irrevocable nature means you cannot easily reclaim assets once transferred, making this strategy most appropriate for those with substantial assets and long-term protection goals.

Regular reviews with legal and financial advisors are essential to ensure the trust continues to meet your objectives as laws, financial circumstances, and family situations change over time.

Secure Your Legacy: The Offshore Law Center Advantage

Don’t leave your financial future to chance. Asset protection trusts offer significant benefits for individuals seeking to shield their wealth from potential creditors, lawsuits, and unexpected financial challenges.

Offshore Law Center offers specialized expertise in establishing trusts across 30+ jurisdictions. As a Panama-based firm, we provide unique advantages that U.S.-based firms simply cannot match, including enhanced privacy protections and immunity from U.S. court judgments.

The right asset protection strategy depends on your specific situation. Key factors to consider include the nature and value of your assets, your profession and potential liability exposure, your estate planning objectives, and your long-term healthcare considerations.

Through Offshore Law Center’s guidance, many potential drawbacks can be mitigated through proper planning and implementation. Our team of international legal experts will create a customized asset protection strategy designed for your specific situation.

We guide you through every step of the process, from jurisdiction selection to trust implementation. Take the first step toward securing your assets today.