Florida Asset Protection Lawyer

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Orlando Inheritance Protection Attorney

If you have built an estate, you want to take the right steps to protect your assets from creditors and others in the event of your death, so that your property can pass to your loved ones. You want an experienced and knowledgeable lawyer to help you understand your options, so that you can take the right steps to meet your objectives.

Our attorneys have years of experience in developing a strategy to maximize the protection of assets and minimize tax consequences associated with inheritance and asset protection.

We emphasize personalized service and attention in all interactions with our clients. We will take the time to listen carefully to the unique details of your situation, so that we can formulate a strategy designed to get the results you want. We combine a comprehensive legal knowledge with a genuine understanding of your concerns. We will also strive to be accessible and available when you need us, answering your calls personally, if possible.

Our Asset Protection Practice

We will help you put measures in place to minimize the risk that creditors will attach or seize your property in the event of your death. Specific steps that we can assist you with include:

  • The preparation and execution of trusts that protect your property — When you create a trust and transfer property to that trust, the property is no longer yours and neither passes through your estate, nor is subject to access by your creditors. We can help you with a revocable or an irrevocable trust, and with a living or testamentary trust (one that goes into effect at your death)
  • The use of lifetime gifts — We can help you make lifetime gifts of property without incurring gift tax.
  • Re-titling of property — We can work with you to re-title assets, such as real property, so that you own them jointly with your heirs. This can allow you use of the property until your death, but will ensure that the property immediately transfers to your heirs at your death.
  • The homestead exemption for your estate — We will make certain you have properly put the homestead exemption in place, so that creditors do not have access to your house after your death.

Contact Our Office

We offer a free initial consultation to people with concerns about asset protection. To schedule a private meeting with an experienced Florida asset protection attorney, contact us by e-mail or call us at 407-671-3131.

*CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies.

Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories - legal ability and general ethical standards.