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The Pro Plan

Asset Protection for Georgia Families

Avoid lawsuits, creditors, and costly surprises. Our attorney-prepared irrevocable trusts and smart LLC structuring (when needed) help protect your rentals, business interests, investments, and savings—so a single incident doesn’t put your family’s future at risk—serving Atlanta and all of Georgia. 

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The Risks You Want To Eliminate

A will or revocable trust alone won’t fully protect you from lawsuits, creditors, long-term care costs, or estate tax exposure.

With the wrong structure, a single claim can ripple through everything you’ve built.

  • ⚖️ Lawsuits & creditors – Personal claims, tenant injuries, car accidents, or business disputes can target your assets.
  • 🏥 Long-term care/Medicaid spend-down – Nursing home costs can drain savings; estate recovery can target your home.
  • 💰 Estate & gift tax exposure – Large estates risk unnecessary taxes on growth and appreciation.
  • 👪 Family conflict & divorce – Inheritances can be pulled into divorce or seized by a beneficiary’s creditor.
  • 🔓 Privacy loss – Court processes can make finances and family details public.

Ready to reduce exposure? Book your free Strategy Call.

What's Included in Your Pro Plan?

This plan focuses on proactive protection—locking in legal structures before problems arise.

Core Legal Structures (tailored to your goals)

  • Irrevocable Asset Protection Trust (IAPT/MAPT/ILIT—designed to fit your needs)
    Separates ownership from personal liability, sets rules for how and when heirs receive funds, and can support tax and Medicaid planning when properly structured and funded in advance.
  • LLC Strategy & Setup (when appropriate)
    Use one or more Georgia LLCs to compartmentalize rentals or business lines, reduce “domino effect” risk, and keep clean books and banking.

Built-In Protections & Controls

  • Spendthrift & distribution rules – Protect heirs from creditors, divorce, and impulse decisions.
  • Independent trustee / trust protector (as appropriate) – Adds oversight and stability to the structure.
  • Custom beneficiary terms – Age-based releases, milestone incentives, or lifetime income.

Real-World Funding & Implementation Help

We don’t just draft—we help you put the protection in place (optional add-ons):

  • Real estate deeds to LLCs or the trust (as appropriate)
  • LLC membership assignments & operating-agreement updates
  • New EINs & bank accounts where needed for clean separation
  • Beneficiary/ownership updates for investment and insurance accounts
  • Funding Audit to confirm assets are titled correctly

Note: Asset protection must be set up before a claim exists. Transfers are subject to fraudulent-transfer rules and Medicaid look-back periods.

How We Bring Your Plan to Life

A plan on paper isn’t enough. We guide implementation so it works when it matters.

  • Map your entity + trust architecture for your rentals, business, and investments
  • Draft documents, execute deeds and assignments, and coordinate titling
  • Set up clean banking/records and provide an annual compliance checklist
  • Coordinate with your CPA and insurer so the legal structure matches tax and coverage strategies
Atlanta Estate Planning Attorneys - Revocable Trust Planning

Your Simple 3-Step Journey to Peace of Mind

  1. Free Strategy Call (15 minutes)
    We learn about your assets, risk profile, and goals—and explain what’s realistic.
  2. Plan & Review
    You see your customized Pro Plan (trust + LLC strategy) and ask questions.
  3. Sign & Implement
    We finalize documents and guide funding, deeds, assignments, and setup.

See if we’re a fit—book your free call.

What Our Clients Say

“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

Rachel - Estate Planning Lawyers Atlanta - Reviews

“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

Our Family Serving Yours

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.

Common Questions We Get

How is an irrevocable trust different from a revocable trust?

An irrevocable trust is designed for stronger protection and tax planning. Once funded (and absent specific reserved powers), you can’t freely change it.

A revocable trust stays fully under your control—but offers little protection from your creditors.

Do I lose control of my assets with an irrevocable trust?

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.

Will this protect me from an existing lawsuit or debt?

No. Asset protection must be in place before a claim exists.

Transfers are subject to fraudulent-transfer rules. We focus on planning ahead.

Can this help with Medicaid or nursing-home costs?

Often, yes—when done well in advance. Medicaid has a 5-year look-back; transfers during that window can cause penalties. We’ll explain options and timing.

Can this help with estate and gift taxes?

For high-net-worth families, irrevocable trusts can move growth out of the taxable estate and coordinate with lifetime exemptions. We’ll align your plan with your CPA.

Ready to Start?

Start This Week—Limited Availability

We only accept 5 new asset-protection clients each 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 below to book your free call today.

 

Schedule Your Free Strategy Call

"*" indicates required fields

Name*