954-384-6114

Estate and Asset Protection Planning

The Firm takes great pride in many of its highly successful and high net worth individuals for whom the firm provides counsel. In connection with such representation, we assist our clients in determining how best to structure their holdings and dispose of such assets during and after their lifetime. Such financial planning naturally concerns minimizing a variety of estate-related taxes, while at the same time, protecting assets from third party creditors.

Frequently, the Firm will advise in the formation and funding of a family-limited partnership which provides, among other things: asset protection, a positive method of control, and a long-term plan for the accumulation of wealth that will remain outside of one’s taxable estate.

The Firm is routinely involved with the preparation of Revocable Trusts, Wills, Irrevocable Trusts, Irrevocable Life Insurance, Trusts, Durable Power of Attorneys, Living Wills, and Health Care Surrogate designations.

In addition, the Firm has been involved in the negotiation and preparation of pre- and post-marital agreements (also known as prenuptial or post-nuptial agreements) in order to protect the assets of individuals prior to or during their marriage, as well as assure that other rights and concerns in the marriage are protected.

If you are seeking legal representation for your estate and asset protection planning, contact us online or give us a call at 954-384-6114 today for a consultation with an experienced attorney at Oppenheim Law.