Asset Protection
Cover Your Hard-Earned Assets
ASSET PROTECTION is the process of legally structuring and safeguarding the assets (cash, real property, invesments, businesses) of an individual, or business, against exposure in order to protect them from judgement creditors.
Whether you are an individual or a small business owner, you may be vulnerable to unforseen risk and unnecessary losses. If these are keeping you up at night, I can help you course correct with a mitigation plan tailored to protect your hard-earned assets.
With over two decades of experience working at reputable organizations and fortune 500 companies, helping them mitigate their risk while protecting their assets, I can also help you mitigate your exposure.
For your convenience, I offer several legal services as a “Flat Fee.”
Articles:
- American Bar Association (ABA) article: ASSET PROTECTION PLANNING
- Florida Bar Journal article: UNDERSTANDING THE NEW FLORIDA COMMUNITY PROPERTY TRUST, PART I. Vol. 96, No. 4 July/August 2022 Pg 16 Joseph M. Percopo Featured Article
- ESTATE PLANNING & ASSET PROTECTION FAQS – comprehensive faqs and examples of estate planning/asset protection solutions
Estate Planning
Protecting Your Family Legacy
I can help you protect your Family Legacy, and assist you to avoid a lengthy and expensive probate process down the road. Whether you need a simple Last Will, an Irrevocable Trust, or a Complex Estate Plan, I will help you tailor a strategic plan to protect your estate and assets.
For your convenience, I offer several legal services as a “Flat Fee.”
Articles
- Healthcare Power of Attorney: Article – American Bar Association article with free download of Universal Healthcare Power of Attorney guide & form
- Estate Planning-POA: Article from the American Bar Association (ABA) providing an overview of the Power of Attorney
- ABA article: Estate Planning Overview – ESTATE PLANNING FAQs-Estate, Gift, and GST Taxes
- ABA article: Introduction to WILLS – FAQ and Article by the ABA: Introduction to Wills
- ABA article: Introduction to Living Wills – Introduction to Living wills, Health Care Proxies, & Advance Health Care Directives.
- ABA article: THE LAWYERS'S ROLE IN YOUR ESTATE PLANNING – the lawyer's role in helping you plan for your estate.
- ABA article: DIY Estate Planning – DIY estate planning article explaining the perils and watchouts of doing your own estate planning and use of online templates
- ABA article: Guidelines for Individual Executors & Trustee – Guidelines for Individual Executors & Trustees: ABA article with FAQs
- ABA article -The Probate Process
Business Law & Contract Solutions
Business Formation & Contracts
Business Formation:
From sole proprietorships, partnerships, limited liability companies, and corporations, figuring out which entity meets your business goals requires understanding your liability and taxation tolerance.
I will personally work with you to tailor a plan that meets your specific business goals. For your convenience, I offer several legal services as a “Flat Fee.”
Contract Drafting Services:
I will personally assist you with your contract drafting needs. Whether its a Service agreement, NDA, Purchase Agreement, or Operating Agreement. For your convenience, I offer several legal services as a “Flat Fee.”
Articles
Business Counsel & Consulting
Protecting Your Hard-Earned Assets
If your small business is vulnerable to unforeseen risks and losses that are keeping you up at night, I can help you course correct.
With over two decades of experience working at reputable organizations and fortune 500 companies, helping mitigate risk and asset protection, I can tailor comprehensive solutions to meet your small business goals and protect your hard-earned assets.
For your convenience, I offer several legal services as a “Flat Fee.”