When you have worked hard to build your wealth across a lifetime, you do not want to see it lost due to an unecessary lawsuit, taxes, or medical expenses. At Fellows & Quenzer, LLC, we tailor asset protection plans to each of our clients. We understand that one size does not fit all. A doctor, for instance, may wish to protect his or her personal assets from future malpractice liability, while business clients and high net worth individuals may wish to write their plans to remove them from the reach of future creditors or by investing in assets which are exempt from creditors.

We employ a number of different tools in designing your personalized asset protection trust and plan:

  • QPRTs (Qualified Personal Residence Trusts) - A trust into which the client transfers his or her personal residence while retaining the right to live in the residence for a pre-determined number of years. At the end of the term, the property passes to the client's beneficiaries. If structured properly, the QPRT can freeze the value of the taxpayer's residence at the time he or she creates the trust and result in significant estate tax savings.
  • Debt Shields - Transfers all of your equity from your real estate to an exempt asset or to an asset that offers substantial protection. This increases your net worth while your home is protected.
  • Domestic Asset Protection Trusts, International Asset Protection Trusts, Captive Insurance Companies, Family Limited Partnerships and LLCs, Funding of Exempt Assets, Delaware Trusts, Nevada LLCs
  • Foreign or Offshore Trusts - If you are a U.S. resident, you must disclose your worldwide income wherever it is established. However, international planning, when coupled with domestic exempt assets, can be extremely effective as an asset protection vehicle.
  • Strategic Use of Cash Value Life Insurance - The usage of insurance as the investment vehicle in the debt shield structure, can provide guaranteed returns, and provide for tax-free growth.
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