Asset Protection Planning

Our Family Caring for Your Family – Call Us (516) 692-2744

One of the primary reasons to have an estate plan is to protect your assets from creditors and personal liability. Depending on your situation, an asset protection plan may include various tools of estate planning, such as revocable and irrevocable trusts, as well as some business formation or choice of entity for certain assets such as real estate investments or business interests.

Of course, every estate plan is unique and must be tailored to your particular situation and circumstances. An experienced estate planning lawyer and asset protection attorney can provide you with the information and advice you need to make informed decisions.

Located in Woodbury, with a satellite office in Dix Hills, asset protection and estate planning attorneys at the Stefans Law Group can provide you with quality representation in protecting your assets and establishing a comprehensive estate plan. We proudly assist individuals and families throughout the Nassau County, Suffolk County, Long Island and New York City areas with their estate planning needs, including asset protection plans.

We utilize our more than a decade of legal experience, as well as more than 15 years of financial planning experience. In addition, our team approach gives you the benefit of having your situation examined from a variety of perspectives. Our goal is to tailor the best possible plan for accomplishing all of your goals in the most cost-effective manner possible.

Please visit our Benefits of Retaining Our Firm page for additional information about how we are uniquely qualified to assist you with your estate planning or elder law matter, especially if you require special needs care and planning.

For a confidential consultation to discuss your asset protection options with an experienced estate planning attorney, please call us (516) 692-2744.

Experienced Nassau County Asset Protection and Estate Planning Lawyer

We have extensive experience protecting assets from creditors and in preparation for Medicaid planning or long term care planning. Based on your particular circumstances, we may utilize one or more of the following:

  • Medicaid Trusts
  • Insurance Trusts
  • Special Needs Trusts
  • Income Only Trusts
  • Family Trusts

We will be happy to discuss what you can and cannot do with asset protection trusts, as well as other estate planning tools. We utilize our extensive experience to provide you with the best options and advise you depending on your situation and goals.

Contact a Full Service Woodbury Asset Protection Attorney and Nassau County Estate Planning Lawyer

Get the information you need and the sound advice you seek to make important financial decisions about protecting your assets by scheduling a confidential consultation with a full service law firm that will tailor its representation to meet all your health care, estate planning and elder care needs. Call us (516) 692-2744 or, if you prefer, fill out our intake form and we will contact you. Let our family help your family.