Our attorney-prepared irrevocable trusts (with LLC strategy when appropriate) help shield rentals, business interests, investments, life insurance, and family wealth from lawsuits, creditors, and costly surprises—while keeping transfers private and out of probate when properly funded.
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A will or revocable trust alone won’t fully protect against high-liability risks. An irrevocable trust is designed for stronger protection and tax planning:
Want protection in place before problems arise? Book your free Strategy Call.
Tailored Irrevocable Trust (Georgia)
We design the right structure for your goals (e.g., asset-protection trust, Medicaid-focused trust, life-insurance trust (ILIT), charitable options, or other irrevocable designs).
Your core protections can include:
Implementation Guidance
We map your entity + trust architecture, draft documents, and give clear steps for moving assets correctly.
Don’t want to give up control of certain assets (e.g., your primary residence) but still want to avoid probate?
Consider pairing this with a revocable trust (Essentials Plan) for those specific assets.
A trust only works when it’s funded.
We help you decide what to title to the trust, what to hold in LLCs, and what to leave by beneficiary designation.
Common add-ons:
Asset protection must be put in place before a claim exists. Transfers are subject to fraudulent-transfer rules and Medicaid look-back periods.
See if we’re a fit — Book Your Free Strategy Call
Add extra peace of mind with our Avoid Probate Guarantee:
If an asset we titled into your irrevocable trust later requires probate, we’ll provide up to $10,000 of probate work at no charge.
Plain-English terms
“It was so simple and easy.” We are so grateful for the peace of mind we have. The team was patient, kind, and incredibly knowledgeable. – Tracy
“This gave me peace of mind.” I couldn’t be happier with our experience. They truly cared about helping my family, and they made sure we understood every step. – Rachel
We own rental properties and run a business ourselves, so we understand the risks families face when building wealth.
Over the past 10 years we’ve worked in real estate, tax, estate planning, and probate law, and we’ve set up asset protection for our own business, rentals, investments, and children.
This firsthand experience means we know exactly how to design a plan that works in real life—not just on paper.
An irrevocable trust is designed for stronger protection and tax planning. After funding (and absent reserved powers), it can’t be freely changed.
A revocable trust stays fully under your control but generally does not protect against your creditors.
You give up some personal control to gain protection. We use tools like independent trustees, trust protectors, and clear distribution rules so the plan follows your wishes without exposing you personally.
If you want to retain control but avoid probate, see our revocable trust (Essentials Plan).
No. Protection must be in place before a claim exists. Transfers are subject to fraudulent-transfer rules.
Often, yes—when planned well in advance. Medicaid has a 5-year look-back; transfers inside that window can cause penalties. We’ll walk through timing and options.
Yes—for assets titled to the trust. Proper funding and documentation are essential.
Start This Week — Limited Availability
We only accept 5 new asset-protection clients per week so every family gets personal attention—and we don’t take every case.
This free Strategy Call helps confirm fit and outline next steps.
Fill out the form to book your Free Strategy Call today.
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