Lawyer vs. CPA for organizational structuring of family portfolio

[Jason L.]

I am helping my mom manage her portfolio which is mostly intertwined with my own since she has capital but no borrowing power and I have no capital but have borrowing power. Currently everything is held in our names either individually or jointly which is probably not the best idea due to liability and tax reasons. My goal for Q1 2019 is to create the proper organizational structures to put these assets such that we are not exposing each other to unnecessary risk from a liability and tax standpoint. I would really appreciate referrals to tax or legal professionals who can help me strategize and possibly file the paperwork for the structuring/shuffling of assets. Thanks!