Strategies Addressed:

• Techniques to insulate assets from the claims of predators and claimants without giving up control over assets
• Identification of potential risk and development of programs to mitigate exposure
• Adoption of methods designed to become unattractive to those who may sue you and your business
• Creation of entities for asset protection, i.e. LLCs, limited partnerships, asset protection trusts, offshore trusts, etc.
• Develop viable plan to continue the family business (Succession) or disposition under favorable terms for greatest value.
• Recruit, retain, and reward key employees without giving up ownership
• Development of meaningful retention and retirement programs to favor key employees
• Techniques to transfer wealth to the right people, in proper form, at the appropriate time
• Strategies aimed at reduction of estate, gift, income, and capital gains taxes.
• Minimization or elimination of the probate process.
• Dealing effectively with potential personal incapacity
• Maintaining privacy and confidentiality of family assets.
• Serving philanthropic inclinations with leveraged and tax advantaged techniques

Unlike national consulting firms, WPG specializes in private, family owned businesses rather than large corporations. The group members are seasoned in the unique concerns of privately held businesses and cost efficiently serve their diverse challenges with sensitivity and individual attention. Wealth Preservation Group attorneys specialize in variety of areas including trusts and estates, employment and labor, litigation, corporate, international, taxation, real estate, asset protection along with other subspecialiaties of concern to business. Financial subsidiaries provide a range of products, including life insurance, mortgages, disability income replacement, commercial casualty risk management, real estate syndication, long term care, commercial loans, annuities, hedge funds, etc.