Advanced tax and asset strategies
Protect your assets before they are at risk
Advanced planning combines tax strategy, business structuring, trusts, and financial vehicles so each discipline reinforces the others.
01
Asset Protection Trusts
Domestic and offshore trusts designed to protect assets from creditors while retaining their benefits.
02
Wills & Living Trusts
Estate documents intended to carry out your wishes and protect your heirs.
03
Family Limited Partnerships
Transfer wealth to family members while maintaining control and reducing estate-tax exposure.
04
Irrevocable Life Insurance Trusts
Remove life-insurance proceeds from the taxable estate and provide liquidity for heirs.
Deep dive
Asset protection trusts
A self-settled asset-protection trust lets its creator cede legal ownership of assets while continuing to receive their benefits. Domestic versions are allowed in only certain states, including Nevada.
Typical characteristics
Irrevocable terms, subject to limited exceptions.A spendthrift clause limiting beneficiaries’ ability to assign interests.
A Nevada trustee when using Nevada’s domestic asset-protection framework.
Jurisdiction
Why Nevada?
01
A short seasoning period before assets receive statutory protection
02
No state income tax
03
No statutory creditor exceptions
04
Protection designed to address divorce, alimony, and bankruptcy claims
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