How Easy is it to Set up an Asset Protection Trust with Blake Harris Law?

Contact Blake Harris Law

The first step is to make an appointment so you can speak directly with an experienced asset protection attorney regarding your needs. Click Here to Schedule a Call or dial (833) Ask-Blake to make an appointment. Select a time and date that works for you. Your initial consultation is completely free and there is no obligation on your part.

Initial Consultation

During your consultation, attorney Blake Harris 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.

Creating your Asset Protection Trust

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 (foreign or domestic), 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.

Review

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.

Notarize

Once everything is good to go, you will need to sign the trust in front of a notary.

Trustee and Trust Protector

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. Generally, a copy of your passport or other government identification and proof of domicile is required at this point.

Funding

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.

Maintenance

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.

Blake Harris

Attorney Blake Harris is the founding principal at Blake Harris Law where he assists clients with domestic and international Asset Protection Planning. Blake's extensive experience helping families protect their property has made him well regarded as an authority in handling the difficult and sensitive issues surrounding asset protection planning. Blake has a degree in Finance from the University of Florida and a Juris Doctorate from the University of Florida College of Law, a top tier law school.