Asset Protection Planning

The Law Office of Stanton D. Goldberg, Attorney / CPA

Attorney / CPA experienced in providing practical and effective solutions to tax, IRS, business, estate planning and asset protection problems.

Choosing a particular type of business formation or drafting a simple will are basic examples of asset protection strategies. There are, however, a considerable number of sophisticated and effective ways through which Dallas business owners and individuals can preserve wealth. Let experienced asset protection attorney Stanton D. Goldberg show you how.

Contact attorney Goldberg by phone or email to schedule a consultation.

Choosing the Proper Asset Protection Tools

The Law Office of Stanton D. Goldberg, helps families, individuals, and business owners maximize the preservation of their wealth. His experience in this area includes using various entities and trust instruments to preserve assets as well as managing the integration of large retirement plans into estate plans. Specific tools he advises clients on include:

• Revocable trusts
• Irrevocable life insurance trusts
• Family limited partnerships
• Charitable trusts
• Annual gifting exclusions
• AB trusts
• Grantor retained interest trusts

The specific strategies and tools that are appropriate for any one person will depend upon their personal goals and on factors such as a client's age, health, family situation, and the size of their estate. In developing your plan, attorney Stanton D. Goldberg will take whatever time is necessary to sit down and talk about your goals and the options available to best meet them. Afterward, as your life circumstances change or changes in the law create new opportunities, he is ready to work with you to make certain that your assets and estate continue to be protected to the fullest extent.

Contacting Our Office

To discuss your concerns and to get started on the development of a personalized asset protection plan for your estate—call or contact Attorney Stanton D. Goldberg at his Dallas, Texas, office today.