Asset Protection

When you hire Sorrell Estate and Probate as your asset protection lawyer, you...

Protect Your Wealth

Create a plan to protect you against potential risks and liabilities. Shield your wealth from future creditors, lawsuits, and unforeseen financial challenges.

Minimize Exposure

Mitigate the impact of unexpected events. Reduce the likelihood of loss or depletion due to legal disputes, economic downturns, or market volatility.

Preserve Your Legacy

Fortify your finances and preserve your hard-earned assets for future generations. Secure your loved ones’ financial well-being for years to come.

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Asset Protection Attorney Featured in Keeper
Asset Protection Attorney Featured in US News
Asset Protection Attorney Featured in Yahoo Finance
Asset Protection Attorney Featured in Go Banking Rates
Scottsdale Asset Protection Lawyer Featured in Fit Small Business

Are Your Assets at Risk?

Family business owners and other high-net-worth individuals face myriad risks that can threaten their financial security and prosperity. These risks extend beyond economic downturns and encompass a range of personal and business-related challenges.

Creditors, Lawsuits, and Legal Liabilities

Business and personal assets can be exposed to creditors, lawsuits, and other legal liabilities without proper protection. Family business owners, in particular, may face additional risks related to business debts, contractual obligations, and potential litigation. Failure to address these risks can result in significant financial loss and undermine your financial well-being.

Succession Planning

Many high-net-worth individuals and business owners neglect to establish comprehensive estate plans, leaving their assets vulnerable to probate, taxes, and family disputes. Without proper planning, transferring wealth from one generation to the next may lead to complications and legal challenges, jeopardizing your intended legacy and the financial security of your heirs.

Given the many risks facing high-net-worth individuals and successful business owners, reducing risk whenever possible is essential. A Scottsdale asset protection attorney with Sorrell Estate and Probate can do precisely that by implementing proactive risk management strategies.

Sorrell Estate and Probate: Asset Protection Attorney in Scottsdale, Arizona

Sorrell Estate and Probate is a trusted asset protection firm offering comprehensive legal strategies tailored to each client’s unique needs and objectives. From high-net-worth individuals to successful business owners, we provide personalized attention and dedicated advocacy to protect our clients’ financial interests.

With a focus on personalized service and strategic planning, we work to ensure that our clients receive the highest level of representation and achieve the best possible outcomes. You deserve a law firm that will prioritize your financial security and peace of mind. With our expertise and dedication, we’ll help safeguard your wealth and assets for decades to come.

Meet Whitney, Scottsdale Asset Protection Attorney

Scottsdale asset protection attorney Whitney Sorrell brings a unique blend of experience in tax and estate planning law and a client-focused approach. With years of experience in estate planning and asset preservation, Whitney has a proven track record of safeguarding his clients’ wealth.

Whitney Sorrell, JD, CPA, LLM, Scottsdale asset protection attorney.

JD, MBA, LLM (Tax)

Certified Public Accountant

Former IRS Agent

30+ Years of Experience

Asset Protection Attorney Wealth Counsel Member
Best Probate Lawyers in Arizona 2024
Best Estate Planning Lawyers Arizona 2024

Common Legal Structures used for Asset Protection

Your attorney will have in-depth knowledge of many of the structures clients use to protect their business and personal assets. These include the following:

Domestic LLCs (Limited Liability Companies)

LLCs provide limited liability protection to their owners, shielding personal assets from business liabilities, offering flexibility in management and taxation while safeguarding assets from creditors.

Limited Partnerships

IRA Trusts

Special Needs Trusts

Irrevocable Life Insurance Trusts (ILITs)

Children’s Trusts

Foreign LLCs (Limited Liability Companies)

Our Asset Protection Planning Process

When you work with our Scottsdale asset protection attorney, you can count on us to provide comprehensive protection for your wealth and personal assets. The following is a high-level overview of what to expect when you partner with us for your wealth preservation needs:

Plan Design

Plan Implementation

Plan Funding

Ongoing Review & Advisory Services

Why Choose Us Over Other Scottsdale Asset Protection Attorneys?

Expertise in Asset Protection Strategies

We have the knowledge and expertise to navigate complex legal issues and help protect your wealth. Our commitment to staying updated on the latest legal developments and innovative strategies sets us apart, ensuring that our clients receive the most effective and up-to-date asset protection solutions.

A Proactive Approach to Asset Preservation

We identify potential risks and vulnerabilities before they arise. Our attorneys work closely with clients to assess their financial situation, understand their goals and objectives, and develop proactive strategies to mitigate risk.

Holistic Financial Planning

We consider all aspects of our clients’ financial lives to develop integrated solutions that align with their overall goals. Whether it’s coordinating with financial advisors, accountants, or other professionals, we ensure that our clients’ asset protection strategies complement their broader planning goals.

Client-Centered Representation

We strive to make our clients feel supported and informed at every step of the process. Our attorneys take the time to listen to clients’ concerns, answer their questions, and provide personalized guidance and support.

What Our Clients Say About Us

Disclaimer: Photographs contain actors to protect client confidentiality.

Be advised that every case is unique, and past results do not guarantee a favorable outcome.

Additional references provided upon request.

“GOOD LEGAL ADVICE PAYS FOR ITSELF”

“When my business bloomed to over 340 employees and $3 million in revenue, I hired Whitney Sorrell to reorganize my assets and protect my wealth. Six years later when the market crashed I found myself defending against lawsuits and judgments. After handing my business planning documents to my creditors, they never called again. Like Whitney says, good legal advice pays for itself!”

Lori C.

Arizona Business Owner

High Net Worth = High Exposure.

Without proper asset protection strategies in place, your hard-earned wealth could be at risk from creditors, lawsuits, and other legal threats. The  financial uncertainty can be overwhelming, leaving you feeling vulnerable and exposed.

Restructuring your wealth into smart asset protection structures could be just the solution you need.

Call (480) 447-2653 to request a consultation today. We will assess your unique circumstances, identify potential risks, and develop personalized strategies to safeguard your assets effectively.