I will structure domestic and offshore asset protection trusts

5.0
5.0

United States

I speak English

415 orders completed

Fintech Lawyer, Private Placements, MSB Licensing, IRS Enrolled Agent

Securities & fintech lawyer, 15+ years, including nearly a decade at a top New York law firm and a regulatory role in Citigroup's Legal & Compliance division. IRS Enrolled Agent, licensed to represent...

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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.

Field of law:

Business (corporate)

Document type:

Demand letters

Lawyer confirmation

Legal opinion

Agreement type:

NDA

Partnership agreement

Service agreement

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

Reviews

2 reviews for this Gig
5.0

(2)
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Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
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  • W

    wilcoxwellness

    US

    United States

    5

    Very knowledgeable and great to work with

    $200-$400

    Price

    9 days

    Duration

    Helpful?
    Yes
    No
  • J
    image-docs

    just_joey

    Repeat Client

    US

    United States

    5

    Great person to work with!

    Helpful?
    Yes
    No
Reviews

2 reviews for this Gig
5.0

(2)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • W

    wilcoxwellness

    US

    United States

    5

    Very knowledgeable and great to work with

    $200-$400

    Price

    9 days

    Duration

    Helpful?
    Yes
    No
  • J
    image-docs

    just_joey

    Repeat Client

    US

    United States

    5

    Great person to work with!

    Helpful?
    Yes
    No