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 contact us.

Prior results do not guarantee a similar outcome.

Related News

• Corporate Livewire Global Awards 2016 recognizes Moses & Singer LLP for Asset Protection and Real Estate Litigation May 2016
• Moses & Singer Awarded Asset Protection Law Firm of the Year - New York by Corporate LiveWire December 17, 2015
• Moses & Singer Awarded Asset Protection Law Firm of the Year by Finance Monthly Magazine March 19, 2015
• Trusts & Estates Group Presents Webinar on Obama's 2016 Tax Proposals March 16, 2015
• Gideon Rothschild Leads Panel at the Heckerling Institute on Domestic Asset Protection Trusts January 28, 2015
• Moses & Singer Names Five New Firm Partners January 8, 2015
• "Best Lawyers" Ranks Moses & Singer as Tier 1 Firm in its 2015 “Best Law Firms” List November 19, 2014
• Daniel S. Rubin Interviewed by NY1 on Estate Planning Basics October 27, 2014
• Daniel S. Rubin Quoted in Time Magazine on Estate Planning for Millennials October 20, 2014
• Daniel S. Rubin Quoted on CNBC Regarding Robin Williams' Estate Plan August 13, 2014
• Gideon Rothschild Elected to Chairmanship of ABA Section of Real Property, Trust and Estate Law July 8, 2014
• Super Lawyers Cites Moses & Singer in List of Top 50 NY Firms June 17, 2014
• Chambers USA Honors Gideon Rothschild and Julian Millstein in the 2014 Directory of Leading Lawyers June 2, 2014
• Gideon Rothschild Quoted in Financial Advisor IQ on Use of Offshore Accounts April 14, 2014
• Gideon Rothschild Quoted in Wall Street Journal on U. S. Tax Crackdown on Swiss Insurance March 24, 2014
• Dan Rubin Quoted in CNBC Article on Estate Planning February 21, 2014
• Gideon Rothschild and Daniel S. Rubin Speak on Asset Protection Strategies at Heckerling Institute Conference February 12, 2014
• Carole Bass Explains How Assisted Reproductive Technology Impacts Estate Planning December 3, 2013
• Moses & Singer Advises Family Offices on Wealth Management and Risk Avoidance November 20, 2013
• Moses & Singer Welcomes Carole Bass, New Trusts & Estates Partner February 25, 2013
• Gideon Rothschild Named Vice-Chair by American Bar Association August 24, 2011
• Wall Street Journal Quotes Gideon Rothschild on Hawaii's Special Trusts August 9, 2011
• Financial Planning Magazine Quotes Gideon Rothschild on Tax Savings for Married Couples May 4, 2011
• Gideon Rothschild Honored as Leading Trust & Estate Practitioner April 22, 2011
• The New York Times Quotes Gideon Rothschild on Protecting Privacy February 18, 2011
• Dow Jones Quotes Gideon Rothschild on Asset Protection Planning February 11, 2011
• Gideon Rothschild Quoted by The New York Times on Asset Protection February 10, 2011
• Gideon Rothschild Receives Top Lawyer Listing January 4, 2011
• Forbes' Quotes Gideon Rothschild On Tax Savings December 28, 2010

Related Events

• Fifth Annual Great Lakes Asset Protection Institute December 4, 2017
• The Birds and The Bees for the 21st Century May 21, 2015
• AICPA Tax Strategies for the High-Income Individual May 17, 2015
• Love, Death and Divorce - Integrating Marital Law with Estate and Financial Planning April 30, 2015
• Looking to the Future: The Modern Practice April 30, 2015
• Webinar - President Obama's 2016 Budget Proposals March 16, 2015
• A Cross Border Primer for the Domestic Practitioner February 24, 2015
• Philadelphia Estate Planning Council - Asset Protection February 17, 2015
• Love, Death and Divorce February 5, 2015
• AICPA Personal Financial Planning Conference - Becoming a Trustee January 19, 2015
• Love, Death and Divorce November 13, 2014
• A Guided Tour of Special Ethics Problems Facing Trusts & Estates Lawyers November 11, 2014
• U. of San Diego - Procopio International Tax Institute Law Conference October 31, 2014
• And You Thought Estate Planning Was Easy? October 24, 2014
• Southern Federal Tax Institute - Estate Planning and Asset Protection October 23, 2014
• National Association of Personal Financial Advisors Fall Conference October 22, 2014
• Empowering Children for Financial Stewardship October 9, 2014
• Accountants Club of America - Estate Planning Conference October 7, 2014
• Bergen County NJ Estate Planning Council October 1, 2014
• New IRS Offshore Voluntary Disclosure Program and Related Procedures September 23, 2014
• Society of Trust and Estate Practitioners - Wyoming September 18, 2014
• ART Law: The Intersection of Assisted Reproductive Technology Law with Family Law & Estate Planning July 23, 2014
• NYU 2014 Summer Institute in Taxation July 14, 2014
• 36th Annual UCLA/CEB Estate Planning Institute May 3, 2014
• ABA RPTE Spring Symposia May 1, 2014
• Webinar - FATCA and OVDP Regulations and Implications for Holders of Foreign Assets April 24, 2014
• New York State Society of CPAs, Trust and Estate Administration Committee April 23, 2014
• Estate Planning Through an Asset Protection Lens January 30, 2014
• Estate Planning Roundup: Timely Topics, Trends and To Dos December 13, 2013
• Current Developments in Asset Protection Planning December 12, 2013
• Asset Protection for High-Net-Worth Clients November 18, 2013
• The Moses & Singer Family Office Forum November 13, 2013
• Asset Protection Trusts: Do They Work? November 12, 2013
• Advanced Estate Planning October 28, 2013
• First Dad Died and Now Mom: Second Death Estate Planning and Administration October 16, 2013
• Asset Protection Trusts: The Pre-Nuptial Agreement Alternative October 11, 2013
• Closely Held and Flow Through Entities Conference July 24, 2013
• Asset Protection Planning, Jewish Communal Fund June 6, 2013
• Asset Protection: Staying Out of Trouble! April 26, 2013
• Planning Under the 2013 Tax Act April 18, 2013
• Recent Developments in Asset Protection Planning March 12, 2013
• Best Planning Ideas Panel January 22, 2013
• Asset Protection Update January 21, 2013
• Latest Cases, Laws, and Trends in Asset Protection Planning November 30, 2012
• Asset Protection Trust Planning: 2012 Update - Webinar November 14, 2012
• Asset Protection Planning September 22, 2012
• Asset Protection: Keeping it All in the Family July 25, 2012
• Trust & Asset Protection Planning May 17, 2012
• Making the Estate Plan Work Harder in the Face of Constant Change and How to Fix What is Broken May 3 - 4, 2012
• Domestic Asset Protection Planning February 22, 2012
• Asset Protection Trust Planning: 2012 Update February 17, 2012
• Asset Protection Trust Planning: 2012 Update February 17, 2012
• Basic Estate and Asset Protection Planning February 11, 2012
• Asset Protection January 17, 2012
• Supercharge Your Estate Planning Techniques with Investment, Tax, Asset Protection and "Second-Look" Engineering (TE) October 22, 2011
• Asset Protection September 23, 2011
• Protecting Assets Without a Pre-Nup: Using Self-Settled Trust Strategies September 22, 2011
• Asset Protection September 12 - 13, 2011
• Asset Protection Strategies; Flexible Trust Drafting June 24, 2011
• Asset Protection: Ethics and Methods June 24, 2011
• Asset Protection Planning: Keeping It All in the Family May 25, 2011
• Asset Protection Planning May 17, 2011
• Asset Protection Update March 12 - 13, 2011
• Current Developments in Asset Protection May 4, 2011
• Asset Protection Planning Strategies May 2, 2011
• Asset-Protection Trusts April 27, 2011
• Estate Planning in 2011 and Beyond March 21, 2011
• Using Trusts for Asset Protection February 15, 2011
• Asset Protection Strategies February 5, 2011
• Best Planning Ideas Panel January 11, 2011
• Asset Protection Planning October 29, 2010
• Current Developments in Asset Protection Planning October 21, 2010
• Ethics of Asset Protection Planning June 22, 2010
• Asset Protection Planning May 14, 2010
• Asset Protection February 20, 2010
• Asset Protection Planning: What Every Practitioner Should Know October 2, 2009

Related Publications

• Wealth Advisory August 2016
• A Matter of Trust: Simple Ways to Protect Your Inheritance April 13, 2015
• Armour for Your Assets - Society of Trust and Estate Practitioners Journal November 2014
• Wealth Preservation Advisor December 2014
• Asset Protection of Retirement Funds After Clark October 2014
• To Boldly Go Where No Man (or Woman) Has Gone Before September 2014
• Rothschild Comments on the IRS Third Offshore Voluntary Disclosure Program July 2014
• Asset Protection Planning - Ethical? Legal? Obligatory? June 2014
• Benefits of US Asset Protection Statutes Not to be Overlooked April 2014
• Changes to the Taxation of New York Estates and Trusts April 29, 2014
• Wealth Preservation Advisor January 2014
• Tools of the Trade: Keeping Your Wealth Intact for Multiple Generations November 2013
• Averting State Estate Taxes, Transferring Digital Assets, and the Portability Election December 9, 2013
• Marriage Counsel - A Planning Update for Same-Sex Married Couples October 2013
• Alaska Asset Protection Trust Deemed Invalid Under Washington Law June 3, 2013
• The Talk You Didn't Have With Your Parents Could Cost You May 2013
• Divorce Trusts May 2013
• Life in the Fast Lane: Tax Controversies of the Suddenly Wealthy and Globally Famous August 2012
• Can a Trust Protect My Assets in a Divorce? July 2012
• The Future of the Domestic 'Asset Protection' Trust After Mortensen January 2012
• New Laws Offer Greater Asset Protection for Clients December 2011
• Mortensen: Alaska Domestic Asset Protection Trust Flops November 2011
• Wealth Preservation Advisor: An Estate Planning Update October 2011
• Seven Good Reasons Credit Shelter Trusts Remain Relevant June 2011
• Best Planning Ideas April 2011
• Using Trusts for Asset Protection March 2011
• Staying Out of Reach January 2011
• 2010 Developments in Asset Protection Planning November 2010
• Don't Count on Hawaii's New Trust Law to Attract the Super-Rich August 2010
• Hawaii's Permitted Transfers in Trust Act July 2010
• You Don't Have To Move Your Money Offshore To Get Asset Protection July 2010
• Keeping it All in the Family March 2010
• Keeping Wealth In The Family November 2009
• Asset Protection Planning (With Audit Checklist) April 2009
• Irrevocable Trusts Under Attack: The Domestic Relations Angle April 2009
• When You're Counseling Clients, Don't Forget About Asset Protection Strategies December 2008
• The Accountant and Asset Protection Planning November 2008
• The United States of Asset Protection January 2008
• Ninth Circuit Treads On an Established Right November 2006
• Asset Protection: Consider the Implications November 2005
• Asset Protection Planning - Current Strategies and Pitfalls September 2005
• Did Bankruptcy Reform Act Close the 'Loophole' for the Wealthy? April 2005
• The 10 Biggest Legal Mistakes Physicians Make Involving Asset Protection January 2005
• Shrewd Ways to Protect Your Assets from Creditors February 2004
• Asset-Protection Planning: Ethical? Legal? Obligatory? September 2003
• Asset Protection Audit Checklist March 2003
• Maintaining the Integrity of the FLP November 2002
• Protecting Your Assets From Malpractice Claims November 2002
• Self-Settled Asset Protection Trusts June 2002
• When Your Child's Marriage Goes Bad, So Might Your Child's Trust: Spousal and Child Support Exceptions to Spendthrift Trust Protections June 2002
• Planning With Spendthrift Trusts May 2002
• Intent to Defraud: Does it Apply to Future Creditors? June 2002
• Protecting the Estate from In-laws and Other Predators July 2001
• Self-Settled Spendthrift Trusts: Should a Few Bad Apples Spoil the Bunch? December 1999
• Much Ado About Nothing December 1999
• Offshore Trusts-Onshore Litigation December 1999
• Has Offshore Trust Litigation Spoiled the Fun? Recent Decisions Regarding Offshore Trusts July 1999
• Creditor Protection for Life Insurance and Annuities May 1999
• Coming in from the Cold-Estate Planning Using Alaska Trusts August 1997
• Does the New Alaska Trust Act Provide an Alternative to the Foreign Trust? July 1997
• Protecting Retirement Plans April 1997
• Asset Protection Trusts February 1996
• Establishing and Drafting Offshore Asset Protection Trusts February 1996