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Asset Preservation Planning
Given the current economic, legal, and sociopolitical environment, Zeleskey believes that estate planning attorneys have a duty to advise all clients on the necessity of, and the techniques for achieving, asset protection. Thus, the attorneys at Zeleskey have extensive knowledge of, and practical experience implementing, the various techniques available to preserve individual wealth from threats such as divorce, litigation, future creditors, and investment risk. These techniques include the optimization of state and federal exemptions for assets, such as homestead, retirement plans, annuities and life insurance, marital property planning, the use of inter-vivos marital, dynasty, and children’s trusts, and tax and entity planning through the use of family limited partnerships and other techniques. Whether you are an individual who is employed in an occupation that is prone to lawsuits, such as a physician, or whether you have concerns about preserving your estate for your family after your death, we can help you analyze all of your options for asset preservation in order to achieve your goals.