Asset Protection Attorneys

Customized Trust Planning Services for High Net Worth Individuals

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Dr. Nick Oberheiden — **Attorney Nick Oberheiden**
Asset Protection Team Lead
Attorney and Founder

**Attorney Alina Veneziano**
Asset Protection Team Lead
Attorney & CPA

John W. Sellers — **Attorney John Sellers**
Asset Protection Team Lead
Former DOJ Trial Attorney

Oberheiden P.C. serves high net worth indviduals in all 50 states.

Protecting your wealth and ensuring your legacy requires more than generic solutions; it demands expert guidance tailored to your specific circumstances. At Oberheiden P.C., our trust planning practice helps individuals, families, and business owners identify the optimal trust structure, implement comprehensive asset protection strategies, and connect you with trusted professional trustee management services to ensure ongoing compliance and protection of your interests.

Whether you’re a high-net-worth individual seeking to protect assets from creditors, a business owner planning for succession, a professional facing liability exposure, or a cryptocurrency holder looking for sophisticated wealth preservation, Oberheiden P.C. provides the strategic counsel and comprehensive implementation support you need to achieve your goals.

Our Three-Stage Trust Planning Process

At Oberheiden P.C., we’ve developed a comprehensive three-stage process to ensure your trust structure perfectly aligns with your goals, protects your assets, and provides lasting peace of mind. Unlike firms that offer one-size-fits-all solutions, we take the time to understand your unique situation, design a customized strategy, and guide you through every step of implementation.

Stage 1: Discovery & Assessment

Understanding Your Unique Situation

Every client’s needs are different. Before recommending any trust structure, our attorneys take the time to thoroughly understand your circumstances, objectives, and concerns. We invest significant time in this discovery phase to ensure we have a complete picture of your situation, your goals, and the challenges you face.

Comprehensive Goal Identification

What do you want to achieve with your trust planning? We conduct detailed consultations to explore your asset protection priorities—Are you in a high-risk profession such as medicine or law? Do you face potential creditor claims from business activities? We examine your estate planning objectives, including who should benefit from your assets and how distributions should be structured over time.

Family dynamics and business arrangements play a crucial role in trust planning. If you own a business or hold cryptocurrency and digital assets, we explore how these unique assets should be integrated into your trust structure. We also discuss your control preferences—how much ongoing control do you want or need over trust assets, and what are you willing to give up in exchange for asset protection or tax benefits.

Risk Assessment

Our asset protection lawyers analyze your exposure across multiple dimensions to ensure your trust structure addresses your most pressing vulnerabilities. For professionals, we examine liability risks including medical malpractice, legal malpractice, and errors and omissions exposure. Business owners face creditor risks from contracts, vendors, employees, and customers that require careful analysis.

We also consider regulatory and compliance risks, particularly for those in heavily regulated industries or holding cryptocurrency. By thoroughly assessing all these risk factors, Oberheiden P.C. can design a trust structure that provides protection where you need it most.

Asset Inventory & Analysis

We help you identify and categorize all assets requiring protection. This goes far beyond simply listing what you own. We analyze the nature of each asset, its vulnerability to creditors, its tax characteristics, and how it should be titled and managed within your trust structure.

Real property and personal residences require special consideration. Cryptocurrency and digital assets require specialized provisions for custody, security, and administration.

Stage 2: Strategic Planning & Trust Structure Selection

Designing Your Optimal Trust Solution

Based on our comprehensive assessment, the asset protection attorneys at Oberheiden P.C. identify the trust structure or combination of structures that best serve your needs.

Trust Structure Selection

We guide you through the selection of the appropriate trust type based on your specific goals. This can include the Domestic Asset Protection Trusts (DAPTs), Dynasty Trusts, Irrevocable Life Insurance Trusts (ILITs), Charitable Trusts, and Spousal Lifetime Access Trusts (SLATs). Beyond these common structures, Oberheiden P.C. can design other specialized trusts tailored to your specific situation.

Why Nevada?

For clients seeking asset protection, Oberheiden P.C. often recommends Nevada trusts due to the state’s uniquely favorable trust laws. Nevada has the strongest domestic asset protection trust laws in the United States, with a relatively short two-year statute of limitations for fraudulent transfer claims and strong protections against creditor challenges.

The state imposes no state income tax, meaning a Nevada-resident trust pays zero state income tax—a significant advantage for clients from high-tax states like California, New York, or New Jersey.

Asset Protection Strategy Development

Oberheiden P.C. develops comprehensive strategies to safeguard your wealth that go beyond simply establishing a trust.

Crypto & Digital Asset Provisions

For clients with cryptocurrency and digital assets, Oberheiden P.C. incorporates specialized provisions that address the unique challenges of these modern forms of wealth.

Stage 3: Implementation & Ongoing Support

Bringing Your Trust to Life

A trust is only effective when properly implemented and maintained. At Oberheiden P.C., we handle every detail of the execution process and coordinate with professional trustee management services to ensure ongoing compliance and protection of your interests.

Too many attorneys draft trust documents and then leave clients to figure out implementation on their own. We believe this approach is a disservice to clients, as improper implementation can undermine even the best-designed trust structure.

Trust Agreement Drafting

Our asset protection lawyers prepare comprehensive, customized trust agreements that include all necessary provisions to achieve your goals. Clear governance provisions spell out trustee powers, beneficiary rights, and distribution standards in language that is both legally precise and understandable.

Asset protection features, including spendthrift clauses, discretionary distribution provisions, and creditor protection mechanisms, are drafted to withstand legal challenges.

Flexibility provisions such as trust protector powers, decanting authority, and modification procedures ensure your trust can adapt to changing circumstances, tax laws, and family situations. Tax optimization clauses are carefully drafted to achieve your tax planning goals.

For trusts holding cryptocurrency and digital assets, we include all the specialized provisions regarding custody, key management, and digital asset administration. Every provision is explained to you in detail so you understand exactly how your trust will operate.

Trust Funding & Asset Transfer

Oberheiden P.C. guides you through the critical process of funding your trust. An unfunded trust is worthless; it’s just a stack of paper with no assets to protect or manage.

Retitling assets in the trust’s name requires coordination with banks, brokerage firms, title companies, and other financial institutions. We provide the documentation they need and follow up to ensure transfers are completed correctly.

For cryptocurrency transfers, we coordinate wallet transfers, update exchange account ownership, and document all transactions on the blockchain for your records. We also help you establish ongoing funding procedures so that future-acquired assets are properly added to your trust.

Professional Trustee Selection & Coordination

Choosing the right professional trustee is crucial to your trust’s success. The trustee will manage your assets, make distribution decisions, handle tax reporting, and ensure compliance with trust terms and applicable law. While Oberheiden P.C. does not serve as a trustee, we have established relationships with the most reputable and experienced professional trustee management companies in the industry, and we help you select the right trustee partner for your specific needs.

For Nevada Domestic Asset Protection Trusts, selecting a qualified Nevada trustee is legally required. We help you choose from reputable Nevada trust companies experienced in asset protection planning and digital asset management. We’ve established strong working relationships with the leading Nevada professional trustees and can facilitate introductions and coordinate the trustee engagement process on your behalf.

We work closely with the professional trustee management company you select to establish clear communication protocols and expectations. This is particularly important for directed trusts where you may serve as investment advisor while the professional trustee handles administrative functions. By facilitating these relationships from the start and serving as your advocate throughout the process, we help avoid misunderstandings and ensure smooth ongoing administration.

Ongoing Compliance & Administration

Oberheiden P.C. doesn’t just set up your trust and walk away. We coordinate with your professional trustee management company to provide ongoing support and ensure your trust continues to function effectively and remains in compliance with all legal and tax requirements.

The professional trustees we work with conduct annual compliance reviews, and we serve as your legal counsel in these reviews, interpreting trust provisions and advising on compliance matters.

Life event reviews are conducted when your circumstances change—marriage, divorce, birth of children, career changes, significant wealth increases, or changes in health. These events often require trust modifications or at least a fresh analysis of whether your current structure still serves your needs.

We work with your professional trustee to implement any necessary changes and provide ongoing legal support, assisting with questions about trust interpretation, distribution decisions, and complex administrative matters.

Trust Modification & Adaptation

As your life changes, your trust may need to adapt. Oberheiden P.C. works with your professional trustee management company to handle trust amendments when permitted by the trust terms and applicable law.

Trust decanting allows us to work with your trustee to distribute assets from an existing trust to a new trust with updated terms. As your wealth grows and your situation becomes more complex, you may need additional trusts.

We help you determine when additional trusts are needed and coordinate with your existing professional trustee or additional trustee management services to create complementary trust structures.

Why Choose Oberheiden P.C. for Trust Planning & Asset Protection?

Comprehensive Expertise

Our team at Oberheiden P.C. combines deep knowledge across multiple disciplines essential for effective trust planning. Our trust and estate planning expertise encompasses sophisticated structures for the most complex situations.

Asset protection law knowledge ensures our strategies withstand creditor challenges and provide real protection. Our cryptocurrency and digital asset knowledge sets us apart from traditional estate planning and asset protection attorneys who don’t understand the unique challenges of digital wealth.

Customized Solutions

Oberheiden P.C. never uses cookie-cutter approaches or one-size-fits-all trust forms. Every trust we create is tailored to your specific goals and circumstances, designed to address your unique risk profile, and optimized for your tax situation. We build in flexibility, so your trust can adapt as your life changes.

Practical, Real-World Focus

Our strategies at Oberheiden P.C. are built on practical experience, not just theoretical knowledge. We understand how creditors actually pursue assets, what strategies work, and what strategies fail when challenged in court. We know how courts interpret trust provisions and what language is most likely to be upheld. We focus on solutions that work in the real world.

Trusted Professional Relationships

Oberheiden P.C. has established relationships with top-rated professional trust companies that have the expertise and infrastructure to properly administer asset protection trusts and digital asset holdings.

We coordinate with institutional cryptocurrency custodians, experienced CPAs and tax planners, and investment advisors to provide comprehensive service. These relationships allow us to assemble the right team of professionals for your specific situation.

Dr. Nick Oberheiden

Founder

Attorney-at-Law

Lynette S. Byrd

Former DOJ Trial Attorney

Partner

Brian J. Kuester

Former U.S. Attorney

Hon. Kevin McCarthy

55th Speaker, U.S. House of Representatives (ret.)

Government Consultant

Mike Pompeo

Of Counsel

Former U.S. Secretary of State

John W. Sellers

Former Senior DOJ Trial Attorney

Linda Julin McNamara

Federal Appeals Attorney

Nicholas B. Johnson

Former Prosecutor

Roger Bach

Former Special Agent (DOJ)

Chris J. Quick

Former Special Agent (FBI & IRS-CI)

Michael S. Koslow

Former Supervisory Special Agent (DOD-OIG)

Ray Yuen

Former Supervisory Special Agent (FBI)

Independent Advocacy

Because Oberheiden P.C. does not serve as trustee, we maintain complete independence and can advocate solely for your interests without any conflicts of interest.

We evaluate professional trustee management companies objectively based on their qualifications, experience, fees, and track record. Our only goal is to ensure you work with the best professional trustee for your specific needs.

Ongoing Partnership

Our relationship at Oberheiden P.C. doesn’t end when your trust is signed and funded. We view trust planning as an ongoing partnership, not a one-time transaction. Annual reviews ensure your trust continues to serve its intended purposes.

We provide updates when laws change and coordinate modifications when your life changes. We’re here for the long term, serving as your legal counsel and advocate throughout the life of your trust.

Take the First Step Toward Protecting Your Wealth

Protecting your wealth and securing your legacy starts with a conversation. We invite you to schedule a complimentary consultation with Oberheiden P.C. to discuss your situation and explore how trust planning can serve your needs. During this no-obligation meeting, we’ll listen to your concerns, explain your options, and help you determine if trust planning is right for you.

Schedule Your Consultation Today With Our Asset Protection Lawyers

Call Oberheiden P.C. at 888-680-1745 or complete our online contact form, and we’ll respond promptly to schedule a convenient time to discuss your trust planning needs.

We look forward to showing you how proper trust planning, combined with professional trustee management services, can provide the protection, tax efficiency, and peace of mind you deserve.