Asset Protection Strategies

Asset Protection is not about giving in to fear.  It is about empowering yourself in the face of it. Our firm will work with clients to implement proven, legally-sound strategies that will help preserve their wealth and safeguard their assets. 

Heritage Preservation Strategy™

Our Unique Process for Medicaid and Veterans Asset Protection Planning
  • Right Fit Conversation

    We take the time to get to know you, your family and your biggest concerns. This helps us decide if we’re the right fit for each other.

  • Design Builder

    We thoroughly explore your unique concerns and objectives with you and help you design a plan that best addresses them.

  • Same Page Summit

    We meet with your family and trusted advisors to ensure that everyone understands and agrees with your plan and the responsibilities that come with it.

  • Design Solution

    We review the diagrams and documents we have drafted for you, explaining exactly how the plan fits your needs and concerns. Once you’re satisfied, you sign your documents.

  • Asset Game Plan Meeting

    We review your assets and help you decide what assets to transfer into your trust.

  • The Protection Guide Path

    We work with you, your family and your advisors to make sure you understand how to implement your plan to achieve your goals.

Shielding Assets from Creditors

Our firm has expertise in assisting clients to arrange their finances, real property and other assets in a manner that minimizes their exposure to potential creditors.  We are well versed in establishing trusts, determining insurance needs, creating estate plans and organizing investments and business entities so that our clients are able to enjoy the highest level of confidence in terms of the security of their accumulated assets.

A creditor who initiates litigation against a person who has placed his or her assets into a trust, a foundation, or other entity may find that there are very few collectible assets actually owned by the person they wish to sue. Assets owned by a properly structured trust, foundation, or other entity are generally not subject to claims against their beneficiaries. In addition, placing assets into an asset protection entity may have the additional benefit of removing those assets from a person’s taxable estate.

We know how to evaluate current client holdings and work with our clients to identify the best ways to legally protect those holdings from a variety of creditors, whether through civil suits involving negligence or malpractice. 

Our firm has a solid working knowledge of:

  • Domestic business entity formation;
  • Exempt asset protections under state law; and
  • Negotiation and preparation of pre and post-marital agreements

The exact strategies employed by our firm may vary depending on the client, the nature of the assets, the country of origin, and the tax regulations that apply to those assets. The ultimate goal is to protect the status of current assets in a manner that is effective, legal and ethical.

Our office

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Office Hours

Monday to Friday
8:30 am – 12:00 pm
1:00 pm – 5:00 pm

Closed for lunch hour
from 12:00 pm – 1:00 pm

Address

Scott, Tokerud & McCarty, P.C.
8 3rd St. North, Suite 507
Great Falls, MT 59401

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Phone: 406-727-2200
Fax: 406-727-2227
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