REWRITING MARK’S OUTCOME
After the lawsuit, Mark came to our firm. We couldn’t undo the structure he had, but we could redesign what came next. Today, his portfolio is structured very differently: Properties are segmented across multiple LLCs Insurance coverage has been strengthened Ownership is aligned with a comprehensive trust plan
Entities are strategically designed and properly maintained
A holding company provides centralized oversight
THE REAL TAKEAWAY FOR PROPERTY OWNERS Most importantly, his risk is now distributed, not concentrated.
If you own rental property, the question isn’t whether you need an LLC. You do. The real question is whether your current structure is designed to withstand a real-world claim. Because when something happens (and eventually, something does), the difference between a basic setup and a layered strategy becomes very clear. The most successful real estate investors don’t just focus on acquisition and cash flow. They focus on preservation. An LLC is a powerful foundation, but it’s only the beginning. True asset protection comes from how the pieces work together. If your current plan starts and ends with “I have an LLC,” it may be time to take a closer look.
THE DIFFERENCE BETWEEN A BASIC SETUP AND A LAYERED STRATEGY BECOMES VERY CLEAR.
Click here to schedule a complimentary consultation to learn which trust structure is best for your situation.
BRADLEY BARTH, ESQ. Partner BarthCalderon, LLP
Bradley Barth is a partner and Supervising Attorney of the firm’s Transactional and Estate Planning Department encompassing business formations and transactional matters, estate planning, domestic and offshore asset protection, probate, trust administration, tax and real estate law. He views his role as a trusted and long-term advocate of asset protection planning in helping his clients achieve and protect their financial goals and lifetime accomplishments.
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