Domestic Asset Protection
Add an advanced layer of protection around significant personal wealth.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Up to 1 Hour With a Tax Attorney
Review the legal and tax considerations of using a Domestic Asset Protection Trust.
Up to 1 hour of attorney consultation.
Establish the Asset Protection Trust
We prepare the specialized trust agreement for the selected jurisdiction.
Domestic Asset Protection Trust Agreement.
Establish the Trust With the IRS
Receive the federal tax identification number for the trust.
Trust EIN.
Fund the Trust
Know how qualifying assets should be moved into the structure.
Funding Instructions.
Understand the Selected Jurisdiction
Receive a summary of the applicable creditor-protection period.
Jurisdiction-specific summary letter.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.