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26
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23
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Angela Venger
Agent
23
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26
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Assets Protection Attorney

Angela Venger
Agent
Posted Jul 23 2024, 17:04

Can somebody recommend an attorney for asset protection? I'm asking for a client of mine. For those of you who own 10+ doors, do you have one umbrella insurance policy, or do you have an LLC for each property? Thank you.

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466
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Zachary Jensen
Tax & Financial Services
#2 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
466
Votes |
1,080
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Zachary Jensen
Tax & Financial Services
#2 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • San Diego, CA
Replied Jul 24 2024, 00:15

Hey Angela, what might save your client a ton of money and still get what they need is to reach out to an accounting firm that offers asset protection services. What you are asking IMO may not warrant an expensive lawyer getting involved. Just an idea! 

User Stats

128
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63
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Joshua Thompson
Tax & Financial Services
#5 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • Princeton, TX
63
Votes |
128
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Joshua Thompson
Tax & Financial Services
#5 Tax, SDIRAs & Cost Segregation Contributor
  • Accountant
  • Princeton, TX
Replied Jul 24 2024, 05:32

Hi Angela! I think it's smart for your client to at least do a quick call with an attorney. We don't know what we don't know at times and most of them will give you 5 minutes to determine if it's a good fit. I believe you can use the Build  Your Team feature here on the website but I do have an attorney in mind, he has offices in TX, Mexico, and CA but believes he co-counsels outside of those states if needed. We don't receive a commission for this referral.

If your client operates in those areas let me know and I'm happy to refer him to you through a message. Full disclosure he is not cheap but he is GREAT at what he does.

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