Professional Consulting

Asset protection planning is an increasingly complex field of practice.  Only a handful of law firms can claim to have participated in the drafting of asset protection trust and business legislation.  We are the only firm to have on our staff the former managing director of the world's first and largest licensed international asset protection trust company, which was instrumental in passing the world's first-ever asset protection trust law.
If you are an attorney or an accountant with a client in need of asset protection planning, you are welcome to tap into our unique level of experience and knowledge. Whether you are new to the field of asset protection planning, or an experienced professional looking to kick around some ideas, we welcome the opportunity to collaborate with you.

Need Help With a Case?  Have a Referral?

For Attorneys:  We can offer legal assistance in any one of three ways: consulting services, joint representation, and referral solutions. If you simply want legal advice, then consulting services may be an option. If you would prefer a collaborative approach in which we actively work with you, then joint representation may be your choice. If you want to refer a client, we can offer attorneys a referral fee in strict accordance with the Rules of Professional Conduct.
For Accountants:  If you refer a client, we may want to retain you to provide expert advice and to assist in the due diligence process on behalf of our firm.  A useful benefit of this approach may be to shield records, communications, and analysis under the “attorney work product doctrine.”
Book a Free Consultation:  If you are interested in discussing an existing matter with us or wish to refer a client, you are invited to book a free 30-minute consultation with us to discuss the case. We will endeavor to answer your questions and offer guidance on ethical fee arrangements.


(For Licensed Attorneys and Accountants Only)


(For Licensed Attorneys and Accountants Only)

Register for Free Access to Our Professional Portal

We offer at no cost our Professional Portal to licensed attorneys and accountants.  By registering, you gain helpful guidance on working with us as well as technical support in serving your clients.  Our Professional Portal grants qualified professionals exclusive access to:
•Practitioner guidance
•Specialized publications, including the Asset Protection magazine
•A secure message interface for passing along questions, ideas, and documents in a fully encrypted environment which is safer than email
•Advance notice of upcoming events, including our in-person CLE/CPE conferences and webinars
Help foster a greater community of asset protection planning professionals. Register at no cost through our Professional Portal for licensed attorneys and accountants.