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(925) 338-9882

Qualified Asset Protection Planning

Asset Protection Planning

As our economies grow and demands for creative business opportunities have yielded to new frontiers in business, appropriate asset protection and careful business planning have become integral to successful operations. Properly implemented asset protection allows for both new and old businesses to structure themselves to maximize their resources and options. It offers a blend of estate planning tools, business structures, and tax options to help expand your opportunities.

The key to proper planning, like anything else, is creating the protection scheme well in advance of any liability or problem. You cannot prevent an occurrence that has already happened. And trying to fix a problem is always more costly than taking proper care in advance. Our protection schemes are customized for you, your family and your planning goals. We provide extensive plans that creatively utilize various legal vehicles and tools that may include:

  • Homestead & Statutory exemptions
  • IRS and ERISA programs
  • Life Insurance
  • Irrevocable Spendthrift Trusts
  • Spousal Lifetime Access Trusts (SLAT)
  • Domestic Asset Protection Trusts (DAPT)
  • International Trusts
  • Limited Liability Company (LLC)
  • Family Limited Partner (FLP)
  • Limited Liability Partnership (LLP)

At the Law Offices of Alvin H. Lee, we provide legal counsel in helping your business take advantage of available resources, shelters, structural management strategies, and other methods to protect your business interests. Whether you're a small business just beginning, an established international company, or just an individual person looking for a way to protect your wealth, our knowledgeable staff will help you create a fully customized asset protection plan to protect your interests.

Contact Us Today For Your Free Consultation

Please call 925-338-9882 to set up your free initial consultation with a Dublin asset protection planning attorney. You can also send us a message using the online form. If you cannot meet during regular business hours, we are happy to arrange after-hours or weekend appointments by special request. For your convenience, our firm accepts all major credit cards, and we can arrange payment plans when needed.


(925) 338-9882