SE HABLA ESPAÑOL
SE HABLA ESPAÑOL
For Professionals & Operators • Asset Protection
Strategic asset protection for physicians, business owners, and high-net-worth families in Miami-Dade and Broward.
For Professionals & Operators • Asset Protection
Strategic asset protection for physicians, business owners, and high-net-worth families in Miami-Dade and Broward.
Protection Only Works When It’s Proactive.
Florida offers some of the most robust asset protection laws in the country—from the Homestead exemption to Tenancy by the Entireties and specialized business entities. However, these protections are not automatic, and they are not retroactive.
In Florida, “timing is everything.” If you transfer assets after a claim becomes foreseeable, a court can unwind those protections as a “fraudulent conveyance.” Asset protection is a proactive discipline; it must be implemented while your “legal skies” are clear to be defensible when they aren’t.
Whether you are a physician managing malpractice risk, a developer with personal guarantees, or a family protecting an inheritance from a future divorce in the next generation, the goal is the same: Turning “at-risk” assets into “protected” ones before the need arises.
Surgeons, anesthesiologists, and specialists navigating high-liability environments.
Developers and operators managing personal guarantees and complex project liabilities.
Founders in high-litigation industries or those entering into new partnership agreements.
Securing multi-generational wealth against the divorce, lawsuits, and external claims.
inheriting concentrated positions
We don’t believe in “one-size-fits-all” structures. We build layers of protection based on your specific risk profile and asset classes.
A self-settled spendthrift trust formed in a jurisdiction that recognizes them, holding assets you want shielded from future creditors while preserving discretionary access.
A sophisticated structure that lets you control and benefit from assets you did not contribute, combining estate tax efficiency with creditor protection.
Reserved for clients with the asset base and risk profile to justify it. We use only established jurisdictions with mature trust law, and we coordinate full U.S. tax compliance, including FATCA reporting. We do not do hide-the-ball planning. Ever.
Used for next-generation protection. Properly drafted, these shield inherited assets from a beneficiary’s future divorce, lawsuit, or poor judgment without giving them less control than they actually need.
For clients holding concentrated real estate, operating businesses, or unique high-value assets that need to be insulated from liability at the asset level, not just the personal level.
Tenancy by the entireties structuring, homestead optimization, and entity layering using Florida LLCs and limited partnerships to take full advantage of charging order protection.
A comprehensive "stress test" of your current holdings to identify exactly where you are vulnerable.
A written blueprint outlining the recommended structures and the legal logic behind them.
Precision drafting of all trusts, entities, and supporting legal instruments.
We handle the technical coordination to ensure the plan is fully implemented.
We provide a contemporaneous record of your solvency at the time of transfer.
We work directly with your CPA to ensure all entities are correctly integrated with your tax strategy.
A comprehensive "stress test" of your current holdings to identify exactly where you are vulnerable.
A written blueprint outlining the recommended structures and the legal logic behind them.
Precision drafting of all trusts, entities, and supporting legal instruments.
We handle the technical coordination to ensure the plan is fully implemented.
We provide a contemporaneous record of your solvency at the time of transfer.
We work directly with your CPA to ensure all entities are correctly integrated with your tax strategy.
The questions clients ask
before they hire us
Yes. Asset protection done properly is a recognized and well-developed area of Florida and U.S. law. What is not legal is transferring assets to defraud a known or foreseeable creditor. We do not do that work. We will not do that work. If you already have a claim pending, tell us on the discovery call so we can tell you honestly what is and is not still possible.
No. Every structure we build is fully reported and tax-compliant. Asset protection and tax evasion are different things.
Yes, in most structures. The point is to protect the assets from outside claims, not to lock them away from you.
Most asset protection engagements run 45 to 90 days from intake to fully funded structure.
Fixed scope, fixed fee, quoted after the discovery call.
Book a private planning discovery call. We’ll look at your situation and be remarkably candid: if we can add significant value, we’ll show you how. If your current plan is sufficient, we’ll tell you that too.
Partner · Estate Planning & Asset Protection.
Leslie focuses on estate planning, asset protection, and corporate transactions for domestic and foreign families.
FIU Law J.D. 2009 · Florida Bar · S.D. Fla. · USPTO Reg. 62,918
Tax Counsel · Cross-Border Tax
Francoise advises high net worth foreign and domestic clients on U.S. federal income, gift, and estate tax matters.
UF LL.M. Taxation · St. Thomas J.D. cum laude · U.S. Tax Court