Estate Planning and Asset Protection

Lionshare Partners > Services > Estate Planning and Asset Protection

Estate Planning and Asset Protection

Protect Your Loved Ones and Shield your Assets.

We believe that there are few fully independent RIAs in the country that can rival Lionshare’s legal network in the areas of estate planning and asset protection. Through our legal partnerships we are able to provide legal advice, draft trusts and other legal documents, as well as advise asset protection, business succession planning, and charitable giving.

At Lionshare we believe in the disaggregated service model between estate planning and investment management. Estate planning is a complex and ongoing process. It involves complicated tax, legal, business, real estate, retirement, philanthropic, asset protection, transfer, and succession planning issues. This is why we strategically moved away from the watered-down and lengthy wait time (several months) in-house legal approach used by our competitors.

At Lionshare, we are committed to a truly customized and timely solution that carefully and comprehensively plays a significant role in the estate planning landscape. This model cost-effectively replaces in-house attorneys attempting to service thousands of clients in every state of the union, while trying to stay on top of each state’s ever-changing estate and tax laws. By severing the in-house attorney approach, we can use local competition & leverage emerging technology to drive down cost and remove unnecessary lack of convenient legal access.

We work closely with the attorneys to ensure the advice is aligned with your overall goals. The combination of curating an optimal legal experience with attorneys who are experts in their specialty and are coupled with our coordinated approach to form an estate plan that fits your overall financial plan and goals.

The areas of practice our legal partnerships include:

  • Revocable living trusts & incapacitation planning
  • Charitable trusts & private foundation
  • Asset protection trusts
  • Business succession planning
  • Properly structured retirement & pension plans
  • Family limited partnerships & Limited liability companies

Asset exposure analysis
and safeguard structures

Our partners employ sophisticated asset protection strategies to preserve and protect family wealth from the threat of litigation, taxation, or family disputes.

Corporate trustee

By appointing Lionshare as trustee, we have combined our local support with the scope of our trust company (National Advisors Trust Company). Our clients can relocate to any state without the move impacting their trust administration, accounting, distributions, and trust officer support.