Asset Protection

With a team whose background is in financial and estate planning, Jacobs & King offers strategic and personalized asset protection and advisory services to help clients at all levels of wealth. We will help to safeguard your assets, including your business, and create plans to help limit exposure, allowing the wealth and resources that you worked so hard to accumulate to remain intact. Our services and experience includes:

  • Wealth preservation
  • Tax advisory and planning in estates and trusts, limited liability companies and family limited partnerships
  • Company formation
  • Exposure reduction
  • IRS and creditor protection
  • Real estate investment advisory
  • Specialized experience in asset protection for physicians and medical professionals
  • Domestic Asset Protection Trusts
  • Offshore Asset Protection Trusts
  • Family Limited Partnerships