About Perlin Estate Planning & Probate

Asset Protection for Professionals and
Business Owners in Florida

Asset protection planning is the concept of safeguarding assets against potential creditors, from risks such as lawsuits, debt, or bankruptcy.  While protecting assets is important for every individual, it is especially important for professionals and business owners in higher risk professions where personal assets are often at risk in the state of Florida. At Perlin Estate Planning & Probate, we approach our estate planning holistically by understanding not only the desired outcomes, but also the professions and assets involved.  We counsel on the most advantageous way in which to protect these assets, ensuring a continuity of your business and a protection of your assets.

Exempt Assets in Florida

State and federal laws exempt certain assets from the claims of creditors.  Though some states permit a choice between state and federal exemptions, here in Florida, only state exemptions are permitted.  It is important to note, however, that the state of Florida offers robust asset protection laws, enabling a variety of approaches to be utilized to safeguard assets from creditors.

At Perlin Estate Planning & Probate, we counsel clients on Florida’s laws regarding exempt assets and assist in the conversion of non-exempt assets into exempt ones.  Strategies employed include transferring assets into a properly structured trust, changing the ownership of certain assets, or investing funds in exempt asset categories.  Running a small business is challenging enough, even without the fear of potential litigation.  At Perlin Estate Planning & Probate, we guide you on efficient asset protection approaches, leaving you are free to focus on your business’s growth and success.

Business Succession Planning

Business succession planning is a critical component to ensuring the longevity and success of your business. At Perlin Estate Planning & Probate, we assist business owners in creating comprehensive succession plans that address key issues such as leadership transition, ownership transfer, and the preservation of business value. Our goal is to develop a strategy that minimizes disruption and maximizes the likelihood of a smooth transition – whether the business is passed on to family members, sold to key employees, or transferred through other means.

Choosing the Right Path

At Perlin Estate Planning & Probate, we understand our client’s needs and work to tailor an asset protection plan to meet these specific concerns and goals.  With a range of legal tools and techniques at our disposal, we provide expert advice on the various exemptions and assist clients in making informed decisions on how to best protect their assets.  In addition to the asset protection plan, for small business owners, we tailor and draft business succession plans that ensure a seamless transition of leadership and ownership, thereby preserving the value and continuity of the business.  Further, our firm offers ongoing support and advice to ensure your asset protection and succession plans remain effective and up-to-date, as laws or personal circumstances change.

Since 1985, Perlin Estate Planning & Probate has represented families and business owners throughout South Florida in all matters related to estate planning, probate, trust administration, elder law, guardianship, and asset protection.  We look forward to discussing your needs and assisting you with your asset protection goals.