Asset Protection

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Asset Protection


Put simply, Asset Protection is the use of smart, legal strategies to protect your assets. 

This includes:

  1. Isolating assets or value from risk (e.g. housing passive income producing assets in separate structures to a business structure).
  2. Segmenting multiple sources of risk, so that liability or exposure from one activity does not contaminate or put at risk assets in unrelated entities (e.g. carrying on separate businesses in separate structures).
  3. Limiting the number and value of assets held by “at risk” individuals (e.g. transferring the legal ownership of valuable assets from at risk individuals to lower risk entities).

A successful outcome of asset protection planning might include the ability for at risk individuals and their families to control or benefit from assets without legally owning them. The consequence is that if the at-risk individual becomes subject to liabilities or claims from creditors, those assets would not be available to satisfy them – even if a creditor is a successful litigant.


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