Wealth Preservation

Harrison Sale McCloy attorneys develop, implement and defend innovative and comprehensive planning strategies to address clients’ wealth transfer and asset protection objectives in a tax efficient manner.  The Firm’s Wealth Preservation Group counsels closely-held business owners, doctors and other professionals, high-net worth individuals and their families in all aspects of wealth preservation, protection and transfer.  The attorneys in the Firm’s Wealth Preservation Group utilize sophisticated solutions, which may include the use of family limited partnerships, flexible "dynasty trusts" and so-called "asset protection trusts".  The Firm also assists owners of closely held businesses preserve and control corporate assets, and help them transfer control of their business, if necessary.  We work with our clients to develop an integrated plan that is most beneficial to protecting assets and safeguarding them from claims of future creditors -- whether from a business failure, personal injury litigation, or otherwise.

Andrew B. Levy leads our Wealth Preservation Group.  Robert Jackson and Carlotta Appleman Thacker are lead partners in the group.