Red Bank Asset Preservation Attorney

asset preservation

Providing proactive wealth-protection strategies in the Middletown area

An event beyond your control can threaten all you have built. At Margaret M. Mahon, Esq., LLC, clients benefit from my many years of experience. I create viable strategies to reduce risks and protect your assets. We evaluate your personal risks and circumstances and design a viable protection plan. I have a Master of Laws (LL.M.) degree in taxation, which gives me extra insight regarding asset protection.

Understanding asset protection laws in New Jersey

Doctors, lawyers, business owners and other professionals can benefit from creating an asset protection plan. However, it is also important for parents or grandparents who are transferring assets to their children or grandchildren. I can help you employ the best tools for protecting your wealth while accomplishing your financial goals. New Jersey’s asset protection laws provide exemptions from creditors for:

  • Life insurance
  • Disability insurance
  • 529 plans or educational IRAs

I help develop estate planning strategies to protect your property in the event of divorce, remarriage, lawsuits or financial abuse by a caregiver. My tax law education and experience significantly aids you in reducing your tax burden while you are alive and upon your death.

Asset protection planning can safeguard you against liability and insolvency

Whatever the size of your estate, asset protection is a necessary undertaking. For wealth preservation measures to be effective, however, action must be taken before you need the protection. Once you have been served with a lawsuit or a claim has been made against you, any transfer of assets may be challenged as fraudulent, making a bad situation worse. I can help you create a legal strategy for your individual circumstances that affords the most protection, including:

  • Charitable foundations, private and public
  • Charitable giving
  • Gift programs
  • Family business succession planning
  • Family buy-sell agreements
  • Family partnerships and limited liability companies
  • Fraudulent transfer analysis
  • Income tax planning, federal and state
  • Offshore trust planning
  • Probate and trust administration
  • Postmortem planning
  • Retirement planning

Whether your primary asset is real estate or your retirement fund, now is the time to seek advice from an established and respected wealth preservation attorney. With more than 18 year’s experience practicing elder law and estate planning, I have a thorough understanding of how to help predict liability and insolvency risks and can take effective preventative actions to shield you from negative consequences.

Contact an asset protection lawyer for a free 30-minute consultation

If you are ready to take action to preserve your wealth, contact Margaret M. Mahon, Esq., LLC. My office is located in Red Bank and is open weekdays from 9 a.m. to 5 p.m., but I also offer evening and weekend appointments by request.  If necessary, I can travel to meet with you.

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Margaret M. Mahon, Esq. LLC
211 Broad Street, Suite 203
Red Bank, New Jersey 07701
(732) 530-6626

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