Wealth Succession Planning & Asset Protection

Instability in the geopolitical and international economy creates uncertainty and risk with respect to the existing financial posture of individuals and business entities. Developing comprehensive asset protection strategies to ensure that accumulated wealth is preserved has become more prevalent among individuals and businesses alike.

Baker Davis has over 30 years of experience in assisting high net worth individuals and business clients in protecting assets from potential commercial creditor, judgment and tort claimants.

Professional Services offered by the Wealth Succession Department include:

• Irrevocable Trusts
• Creation of Domestic Omni-Three Party Trusts
• Dynasty Trust Analysis
• Creation of Limited Partnerships
• Insurance Policy & Limited Annuity Arrangements
• Multi-Generational Complex Trusts
• Creation of Charitable Remainder Interest Arrangements
• Corporate & Limited Liability Company Entities.