How It Works
Asset Protection Doesn't Have to Be
a Complicated Process
We utilize a proven four-step asset protection process. From your first consultation to ongoing monitoring, Blake Harris Law handles every detail.
Consultation
During your consultation, Blake Harris Law will learn about your needs, goals, and level of risk. Be prepared to discuss your net worth, your assets, and whether you are facing any creditors or lawsuits. If you would like to move forward with our services, you will receive an engagement agreement for legal services. All of our services are offered at a flat fee and all the costs are explained at the outset so there are no surprises afterward.
What to Prepare for Your Consultation
- Current financial statements
- Detailed list of assets (real estate, business interests, investments, digital assets)
- Existing entity documents (LLC operating agreements, corporate records)
- Current insurance policies
- Full disclosure of any pending or threatened litigation
Trust Creation
Blake Harris Law will draft your trust documents according to your specifications and needs. You will need to select the appropriate jurisdiction to establish your trust, whether an offshore trust in a jurisdiction such as the Cook Islands, Nevis, or Belize, or a domestic asset protection trust, and who will act as trustee, trust protector, as well as the beneficiaries of the trust.
The team at Blake Harris Law can help you understand what these decisions mean as well as what the best options are for your situation. We can also put you in contact with some of the best professional trustees and trust protectors around the world so you can make informed assessments about who you would like to work with.
Once the trust is ready, you receive a draft copy for your review. We can answer all of the questions you may have regarding the trust document, as well as make any modifications you may want. This is your opportunity to ensure your trust aligns with your asset protection goals.
Funding
Once everything is good to go, you will need to sign the trust in front of a notary. Next, the trustee and the trust protector will need to approve you as a client and sign the trust. The trustee will be in charge of managing the trust assets on behalf of yourself and your named beneficiaries. You will need to provide some basic financial information to the trustee and trust protector regarding your identity and the source of the assets used to fund the trust.
Funding is the process of transferring assets from your own name and into your newly created trust. For this you will want to open a new bank account in the name of the trust. If you prefer, our firm can put you in contact with financial institutions in Switzerland or elsewhere that can serve your trust. Our team can also help you assign other assets such as cryptocurrency, real estate, and help you with any questions you may have during this process. Once you have transferred any desired assets into the trust, the funding is completed.
Monitoring
Blake Harris Law can help you ensure that your trust remains valid throughout your desired time frame as well as make any modifications to your trust documents, such as change of beneficiaries, trustees, or trust protectors. Enjoy the peace of mind that comes with knowing your wealth is now safe inside an asset protection trust.
Working with Remote Clients
Blake Harris Law works with clients nationwide and internationally. Our process is fully designed to accommodate remote clients. We conduct consultations via phone and secure video conference, and coordinate secure document execution and notarization arrangements regardless of your location. Whether you are based in another state or another country, we ensure a seamless experience from initial consultation through trust funding and ongoing monitoring.
Schedule a ConsultationProtect Your Assets Today
Schedule a confidential consultation with Blake Harris Law to discuss your asset protection needs.