Join Our Mailing ListMoses & 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 transfer 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.
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 transfer 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.
Partner
Associate
- Trusts & Estates Lawyer George R. McCormick Joins Moses & Singer LLP
- Corporate Livewire Global Awards 2016 recognizes Moses & Singer LLP for Asset Protection and Real Estate Litigation
- Moses & Singer Awarded Asset Protection Law Firm of the Year - New York by Corporate LiveWire
- Moses & Singer Awarded Asset Protection Law Firm of the Year by Finance Monthly Magazine
- Trusts & Estates Group Presents Webinar on Obama's 2016 Tax Proposals
- Gideon Rothschild Leads Panel at the Heckerling Institute on Domestic Asset Protection Trusts
- Moses & Singer Names Five New Firm Partners
- "Best Lawyers" Ranks Moses & Singer as Tier 1 Firm in its 2015 Best Law Firms List
- Daniel S. Rubin Interviewed by NY1 on Estate Planning Basics
- Daniel S. Rubin Quoted in Time Magazine on Estate Planning for Millennials
- Daniel S. Rubin Quoted on CNBC Regarding Robin Williams' Estate Plan
- Gideon Rothschild Elected to Chairmanship of ABA Section of Real Property, Trust and Estate Law
- Super Lawyers Cites Moses & Singer in List of Top 50 NY Firms
- Chambers USA Honors Gideon Rothschild and Julian Millstein in the 2014 Directory of Leading Lawyers
- Gideon Rothschild Quoted in Financial Advisor IQ on Use of Offshore Accounts
- Gideon Rothschild Quoted in Wall Street Journal on U. S. Tax Crackdown on Swiss Insurance
- Dan Rubin Quoted in CNBC Article on Estate Planning
- Gideon Rothschild and Daniel S. Rubin Speak on Asset Protection Strategies at Heckerling Institute Conference
- Moses & Singer Advises Family Offices on Wealth Management and Risk Avoidance
- Gideon Rothschild Named Vice-Chair by American Bar Association
- Wall Street Journal Quotes Gideon Rothschild on Hawaii's Special Trusts
- Financial Planning Magazine Quotes Gideon Rothschild on Tax Savings for Married Couples
- Gideon Rothschild Honored as Leading Trust & Estate Practitioner
- The New York Times Quotes Gideon Rothschild on Protecting Privacy
- Dow Jones Quotes Gideon Rothschild on Asset Protection Planning
- Gideon Rothschild Quoted by The New York Times on Asset Protection
- Gideon Rothschild Receives Top Lawyer Listing
- Forbes' Quotes Gideon Rothschild On Tax Savings
- Should I Say Yes or Should I Say No? How to Detect and Prevent Money Laundering and Terrorist Financing
- Fifth Annual Great Lakes Asset Protection Institute
- AICPA Tax Strategies for the High-Income Individual
- Webinar - President Obama's 2016 Budget Proposals
- A Cross Border Primer for the Domestic Practitioner
- Philadelphia Estate Planning Council - Asset Protection
- AICPA Personal Financial Planning Conference - Becoming a Trustee
- A Guided Tour of Special Ethics Problems Facing Trusts & Estates Lawyers
- U. of San Diego - Procopio International Tax Institute Law Conference
- And You Thought Estate Planning Was Easy?
- Southern Federal Tax Institute - Estate Planning and Asset Protection
- National Association of Personal Financial Advisors Fall Conference
- Empowering Children for Financial Stewardship
- Accountants Club of America - Estate Planning Conference
- Bergen County NJ Estate Planning Council
- New IRS Offshore Voluntary Disclosure Program and Related Procedures
- Society of Trust and Estate Practitioners - Wyoming
- NYU 2014 Summer Institute in Taxation
- 36th Annual UCLA/CEB Estate Planning Institute
- Webinar - FATCA and OVDP Regulations and Implications for Holders of Foreign Assets
- Estate Planning Through an Asset Protection Lens
- Estate Planning Roundup: Timely Topics, Trends and To Dos
- Current Developments in Asset Protection Planning
- Asset Protection for High-Net-Worth Clients
- The Moses & Singer Family Office Forum
- Asset Protection Trusts: Do They Work?
- Advanced Estate Planning
- First Dad Died and Now Mom: Second Death Estate Planning and Administration
- Asset Protection Trusts: The Pre-Nuptial Agreement Alternative
- Closely Held and Flow Through Entities Conference
- Asset Protection Planning, Jewish Communal Fund
- Asset Protection: Staying Out of Trouble!
- Planning Under the 2013 Tax Act
- Recent Developments in Asset Protection Planning
- Best Planning Ideas Panel
- Asset Protection Update
- Latest Cases, Laws, and Trends in Asset Protection Planning
- Asset Protection Trust Planning: 2012 Update - Webinar
- Asset Protection Planning
- Asset Protection: Keeping it All in the Family
- Trust & Asset Protection Planning
- Making the Estate Plan Work Harder in the Face of Constant Change and How to Fix What is Broken
- Domestic Asset Protection Planning
- Asset Protection Trust Planning: 2012 Update
- Asset Protection Trust Planning: 2012 Update
- Basic Estate and Asset Protection Planning
- Asset Protection
- Supercharge Your Estate Planning Techniques with Investment, Tax, Asset Protection and "Second-Look" Engineering (TE)
- Asset Protection
- Protecting Assets Without a Pre-Nup: Using Self-Settled Trust Strategies
- Asset Protection
- Asset Protection Strategies; Flexible Trust Drafting
- Asset Protection: Ethics and Methods
- Asset Protection Planning: Keeping It All in the Family
- Asset Protection Planning
- Asset Protection Update
- Current Developments in Asset Protection
- Asset Protection Planning Strategies
- Asset-Protection Trusts
- Estate Planning in 2011 and Beyond
- Using Trusts for Asset Protection
- Asset Protection Strategies
- Best Planning Ideas Panel
- Asset Protection Planning
- Current Developments in Asset Protection Planning
- Ethics of Asset Protection Planning
- Asset Protection Planning
- Asset Protection
- Asset Protection Planning: What Every Practitioner Should Know
- Protecting the Estate from In-laws and Other Predators
- Much Ado About Nothing
- Offshore Trusts-Onshore Litigation
- Self-Settled Spendthrift Trusts: Should a Few Bad Apples Spoil the Bunch?
- Has Offshore Trust Litigation Spoiled the Fun? Recent Decisions Regarding Offshore Trusts
- Creditor Protection for Life Insurance and Annuities
- Coming in from the Cold-Estate Planning Using Alaska Trusts
- Does the New Alaska Trust Act Provide an Alternative to the Foreign Trust?
- Protecting Retirement Plans
- Establishing and Drafting Offshore Asset Protection Trusts
- Asset Protection Trusts
- Wealth Advisory
- A Matter of Trust: Simple Ways to Protect Your Inheritance
- Armour for Your Assets - Society of Trust and Estate Practitioners Journal
- Wealth Preservation Advisor
- Asset Protection of Retirement Funds After Clark
- Rothschild Comments on the IRS Third Offshore Voluntary Disclosure Program
- Asset Protection Planning - Ethical? Legal? Obligatory?
- Benefits of US Asset Protection Statutes Not to be Overlooked
- Changes to the Taxation of New York Estates and Trusts
- Wealth Preservation Advisor
- Tools of the Trade: Keeping Your Wealth Intact for Multiple Generations
- Averting State Estate Taxes, Transferring Digital Assets, and the Portability Election
- Marriage Counsel - A Planning Update for Same-Sex Married Couples
- Alaska Asset Protection Trust Deemed Invalid Under Washington Law
- The Talk You Didn't Have With Your Parents Could Cost You
- Divorce Trusts
- Life in the Fast Lane: Tax Controversies of the Suddenly Wealthy and Globally Famous
- Can a Trust Protect My Assets in a Divorce?
- The Future of the Domestic 'Asset Protection' Trust After Mortensen
- New Laws Offer Greater Asset Protection for Clients
- Mortensen: Alaska Domestic Asset Protection Trust Flops
- Wealth Preservation Advisor: An Estate Planning Update
- Seven Good Reasons Credit Shelter Trusts Remain Relevant
- Best Planning Ideas
- Using Trusts for Asset Protection
- Staying Out of Reach
- 2010 Developments in Asset Protection Planning
- Don't Count on Hawaii's New Trust Law to Attract the Super-Rich
- Hawaii's Permitted Transfers in Trust Act
- You Don't Have To Move Your Money Offshore To Get Asset Protection
- Keeping it All in the Family
- Keeping Wealth In The Family
- Asset Protection Planning (With Audit Checklist)
- Irrevocable Trusts Under Attack: The Domestic Relations Angle
- When You're Counseling Clients, Don't Forget About Asset Protection Strategies
- The Accountant and Asset Protection Planning
- The United States of Asset Protection
- Ninth Circuit Treads On an Established Right
- Asset Protection: Consider the Implications
- Asset Protection Planning - Current Strategies and Pitfalls
- Did Bankruptcy Reform Act Close the 'Loophole' for the Wealthy?
- The 10 Biggest Legal Mistakes Physicians Make Involving Asset Protection
- Shrewd Ways to Protect Your Assets from Creditors
- Asset-Protection Planning: Ethical? Legal? Obligatory?
- Asset Protection Audit Checklist
- Protecting Your Assets From Malpractice Claims
- Maintaining the Integrity of the FLP
- When Your Child's Marriage Goes Bad, So Might Your Child's Trust: Spousal and Child Support Exceptions to Spendthrift Trust Protections
- Self-Settled Asset Protection Trusts
- Planning With Spendthrift Trusts
- Intent to Defraud: Does it Apply to Future Creditors?
