I will structure domestic and offshore asset protection trusts
Fintech Lawyer, Private Placements, MSB Licensing, IRS Enrolled Agent
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About this Gig
Protecting wealth requires more than a template trust or basic estate plan. I help individuals, families, investors, business owners, and high-net-worth clients design practical asset protection structures that reduce exposure to creditors, lawsuits, business risks, and unnecessary tax or succession complications.
Services Include:
- Domestic asset protection planning
- Foreign/offshore trust structuring
- Irrevocable trusts and dynasty trusts
- Spousal Lifetime Access Trusts (SLATs)
- LLCs, holding companies, and family limited partnerships
- Equity stripping and debt-based protection strategies
- Business and real estate asset segregation
- Privacy and ownership structuring
- Trustee, protector, and beneficiary planning
- Fraudulent transfer risk review
- Estate and succession planning coordination
- Review of existing trusts, entities, and asset protection plans
I focus on compliant, defensible planning, not hiding assets or avoiding lawful obligations. Every strategy must be reviewed based on your residency, assets, family structure, creditor risk, and tax situation.
Message me before ordering, and I'll give you a free consultation to make sure we're the right fit.
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
My Portfolio
FAQ
How can you protect my assets?
Through trusts, legal structures, and strategies tailored to your situation, safeguarding against lawsuits and creditors.
What is a SLAT trust?
A Spousal Lifetime Access Trust, used for asset protection while benefiting your spouse.
Do you offer consultations?
Yes, I offer complimentary consultations to discuss your needs and explore solutions.
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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W wilcoxwellness

United States
Very knowledgeable and great to work with
$200-$400
Price
9 days
Duration
P 
Seller's Response
Helpful?J 
just_joey
Repeat Client

United States
Great person to work with!
P 
Seller's Response
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
W wilcoxwellness

United States
Very knowledgeable and great to work with
$200-$400
Price
9 days
Duration
P 
Seller's Response
Helpful?J 
just_joey
Repeat Client

United States
Great person to work with!
P 
Seller's Response
Helpful?
