Case Conclusion Date: November 30, 2011
Practice Area: Trusts
Outcome: Approximately $2 million of assets protected, claimant deterred from further action
Description: Client desired to preserve and protect assets from potential creditor claims. We created an asset protection trust to protect certain key assets. Several years after establishing this trust a the potential for a significant claim developed. The very existance of this planning deterred the potential claimant from taking action.