Asset Protection

Moses & Singer’s Asset Protection practice group is internationally recognized for its considerable skill and extensive experience in the field of asset protection and wealth preservation. In addition to providing traditional estate planning, we are leaders in the development of techniques to preserve and protect clients' wealth from potential legal liability.

Customizing an Asset Protection Plan

Diverse circumstances can put an individual’s assets at risk.  This may include failed business ventures, public company directorships, personal injury claims or the termination of marital or other personal relationships. But long before any claim arises an asset protection plan needs to be individually customized and thoughtfully designed. This planning also needs to consider insurance coverage, professional status, asset holdings, family status, charitable giving and state of residence among other variables.  In working with clients, both U. S. and international, we review all aspects of their financial and personal profile to anticipate needs and create agreements unique to their situation.

Solving Asset Protection Needs through Wealth Transfer

The group’s lawyers are highly rated by Chambers USA, Worth/Robb Report, Citywealth Leaders List and Super Lawyers®. Gideon Rothschild, an internationally-respected leader in the area of asset protection planning, has developed sophisticated solutions in the representation of high-net-worth individuals and their families. Such solutions may include the use of:

  • Family limited partnerships
  • Flexible "dynasty trusts"
  • "Asset protection trusts" or "APTs" established in both domestic and foreign jurisdictions.

Devices like these facilitate transfer of wealth to descendants, charities and other beneficiaries.  At the same time they help clients to avoid, minimize, or defer income, gift, estate and generation-skipping taxes.  The key is to strike the right balance between the transfer of assets and control over the asset’s disposition.

Pro-Active Asset Protection Strategies Across All Legal Disciplines

We also work with lawyers from our Trusts and Estates, Income Tax, Matrimonial and Real Estate groups to help clients maintain wealth and transfer it efficiently to future generations. Furthermore, we have relationships with asset managers in all the leading financial institutions who can supplement our services from a business perspective.   With proper planning, our lawyers can structure a plan that integrates both tax efficiencies and wealth preservation benefits.

For more information please email us at

Prior results do not guarantee a similar outcome.

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