Asset Protection Trust Structure and Documentation — Review and Redline

All Wills and Estates services
Asset Protection

A close review and redline of the other side's Asset Protection Trust Structure and Documentation, the document that puts assets beyond the reach of future creditors, using structures that hold up rather than the ones sold at seminars.

The issues memo is written so a business owner can decide, not just a lawyer. You receive a marked-up document plus a ranked issues memo that separates what must change from what is merely preference.

Frequently asked questions

The fee covers a full read of the counterparty's document against your position, a tracked-changes redline you can send back, and a ranked issues memo separating deal-breakers from trade material. It is fixed at this scope: one structure. 1 round of revisions are included. If your matter falls outside that scope we tell you before starting and quote the difference — we do not bill past a flat fee without agreeing it first.

1 to 2 weeks from a complete set of instructions, plus time for the 1 round of revisions included in the fee. If you are working to a court deadline or a closing date, tell us when you order and we will confirm in writing whether we can meet it before you commit.

$3,575 is $325/hour × 11 hours — the time this deliverable takes in an ordinary asset protection matter, at the firm's standard rate. Because it is a flat fee, the risk of the work running long sits with the firm: you pay $3,575 whether it takes us the estimate or twice it.

Third-party costs are never inside a flat fee and are passed through at cost, never marked up: court and agency filing fees, court reporter and transcript charges, expert witness fees, search vendor and e-discovery hosting charges, process server fees, and travel.

What your business does, and who its users or customers are, the systems, vendors, and data flows the document has to describe accurately, any existing version, and what prompted this one, and any regulator, platform, or contract requirement you are working to. Send what you have — if something is missing we will tell you what else we need before the turnaround clock starts.

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Ready to order your asset protection trust structure and documentation — review and redline?