Asset Protection Planning
Lawful, fully compliant planning that places personal and business wealth beyond the reach of future lawsuits and creditors, while keeping clients in control of their assets.
Request a ConsultationWhat We Do
Monroe Capital Law designs and establishes asset protection structures for business owners, medical and professional practitioners, real estate investors, and families with significant savings. Each plan is built around the client's exposure, goals, and existing estate plan, and is set up well before any dispute exists.
Domestic and offshore trust structures that separate personal wealth from future liability, with the strongest options held outside U.S. court jurisdiction.
LLCs and holding structures that contain business risk and keep one venture's liabilities from reaching another, or reaching personal assets.
Every plan is fully reportable and tax-neutral. It is not a tax shelter. Clients keep day-to-day access to and management of their assets.
How It Works
No hourly billing and no open-ended engagements. Clients know the scope and cost before any work begins.
A confidential review of assets, risk exposure, and objectives to determine whether a protection plan is appropriate.
A recommended structure with a fixed fee, a written scope, and a clear explanation of how it works and what it protects.
The firm drafts documents, forms entities, coordinates with trustees and advisors, and guides the transfer of assets into the plan.
Client Feedback
The process was organized from start to finish. The structure was in place within weeks, and the fee never changed from what was quoted on day one.
Business Owner, Texas
When a claim came in two years later, the plan held exactly as explained. The assets inside the trust were never on the table.
Physician, Florida
Clear answers, fast responses, and complete transparency on compliance. My CPA was impressed with how cleanly everything was documented.
Real Estate Investor, California
Contact
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Phone: (805) 419-0947