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Long Island, NY Asset Protection

for Professionals and Business Owners


Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies. This type of legal planning is especially prudent for professionals and business owners, whose personal assets could be at risk due the nature of their employment.

Statistically and anecdotally, we all know that the number of divorces, lawsuits and bankruptcies is staggering. While no one believes lightning will strike them, wealth created through a lifetime of work, saving and investing can be lost overnight if these forms of man-made lightning do strike. To protect your assets from such disaster, proper risk management strategies should be given careful consideration. These strategies include exempting your assets from the claims of creditors, limiting your liability through legal entities, and transferring your risk through insurance.

Exempting Assets in New York

State and federal laws exempt some of your assets from the claims of creditors. Click here to download a listing of New York's exempt assets; note that while some states allow you to choose either the state or federal exemptions, in New York you must use the state exemptions and federal bankruptcy exemptions are not available.

Once you have identified the protected asset classes available to you under applicable law, it may be prudent to maximize your protection by converting non-exempt assets into exempt assets.

 

Long Island, New York Estate Planning Attorney, David Ullman, offers comprehensive life planning in the areas of wills & trusts, medical directives, powers of attorney, health care documents, probate & estate administration, long-term care planning & Medicaid qualification, probate avoidance, planning for business owners, small and family business succession, asset protection, charitable planning, estate tax planning, veterans benefits, and special needs planning. David Ullman serves the Long Island Area, including Long Beach, and Flushing, NY.

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David Ullman, P.C.
293 Castle Avenue, Suite 1B, Westbury, NY 10591 | Phone: (516) 542-6356 Email: info@ullmanestateplanning.com