Wealth Preservation and Asset Protection Check-Up Report
Drawing on the experience of MLT Aikins lawyers practising in the wills and estates, insolvency, debtor-creditor, tax and dispute resolution areas, our multi-disciplinary team provides advice to business owners, entrepreneurs, professionals and high-net-worth individuals regarding strategies for structuring their personal, business and financial affairs to maximize their ability to preserve wealth and to protect assets.
We offer a Wealth Preservation and Asset Protection Check-Up Report to help you identify and manage sources of potential risk in the current structure of your business, finances and family circumstances.
Frequently Asked Questions
You meet with an MLT Aikins partner for one hour to complete our 119-question questionnaire designed to diagnose sources of risk within the current structure of your personal finances and your business and professional assets. Within 14 days of your meeting, you receive a detailed “Wealth Preservation and Asset Protection Check-Up Report,” identifying areas of potential risk arising from your situation.
This practice area comprises lawyers practising in the wills and estates, insolvency law, tax law and litigation practice areas. Based on the information provided in your initial questionnaire, we draw upon focused knowledge in each of these areas to address those issues most relevant to your situation.
Wealth preservation and asset protection matters often involve a mix of complex issues requiring focused knowledge in a number of different areas of the law. While a general practitioner can help you set up and maintain your business, many business owners, professionals and high net worth individuals find that an independent review of their personal and business finances by a lawyer with more focused knowledge can be very helpful in identifying and managing sources of risk of which they are often unaware. Our Wealth Preservation and Asset Protection team members can identify areas of potential risk in your situation and can partner with your accountant to ensure that your interests are protected.
At your initial one-hour meeting, a partner from the MLT Aikins Wealth Preservation and Asset Protection practice area will guide you through the questionnaire. Within 48 hours of that initial meeting, you will receive a written estimate of the cost required to prepare your “Check-Up Report.”
Upon receiving that written cost estimate, you can choose to proceed, authorizing MLT Aikins to prepare your report in accordance with that written cost estimate.
Alternatively, you can elect not to proceed. In that situation, your only cost will be for the initial one-hour meeting at that partner’s regular hourly rate.
If you proceed to authorize MLT Aikins to prepare your “Check-Up Report,” upon receiving your report, you may ultimately decide that you want MLT Aikins to provide additional services to address specific concerns arising from your report. In that event, we will provide you with an estimate of the additional costs required for us to do so.
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