Wealth Protection

An effective estate plan goes beyond a simple will, and includes the following documents:

Estate Planning

Estate planning at its most basic form is the preparation and collection of assets in anticipation of incapacity or death.  At the law offices of Tamara L. Harper, APC, our estate planning services provide our clients with the opportunity to plan for what matters most to them, including, but not limited to asset protection planning, privacy planning, tax minimization and gifting.

Family Wealth Planning

Creating and developing strategies for wealth transfer is a team approach that involves our collaboration with your financial advisor and accountant. We work with business owners during the sale of their business to maximize legacy planning opportunities and succession planning for future generations.

Irrevocable Trusts

Advanced estate planning involves the evaluation and recommendation to establish various trusts to protect against divorce, save taxes, and creditor protection. Specialized trusts, such as irrevocable life insurance trusts (ILIT), intentionally defective grantor trusts (IDGTs), irrevocable life insurance trusts (ILITs), spousal access trusts (SLATs), grantor retained annuity trusts (GRATs), charitable remainder trusts (CRTs), and charitable lead trusts (CLTs) may be established in addition to other types of trust for clients with a philanthropic desire.

Asset Protection Trusts, LLC’s and Family LLC’s

Asset protection planning is for everyone. If you engage in any activity that could give rise to a lawsuit (drive a car, employ another person, allow people into your home, etc.), you are vulnerable to a lawsuit that could take everything you have.  Asset protection planning is about positioning your assets in a way that discourages lawsuits or prompts a mutually beneficial settlement.  Asset protection planning can only be done before a lawsuit or threat of a lawsuit is known.  Asset protection planning is about planning ahead, not transferring assets only when you are at risk. 

Sophisticated planning is complicated and will often require several layers of protected entities, such as limited liability companies (LLCs and one or more irrevocable trusts. In addition, although U.S.-based LLCs and irrevocable trusts, when correctly implemented, offer significant protection, depending upon the amount of your wealth and exposure to liability, the use of foreign entities may be warranted.

Other Practice Areas

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141 Duesenberg Drive, Suite 7B
Westlake Village, CA 91362



Open Hours

Monday-Thursday 9am - 5pm
Friday 9am - 12pm
Wednesdays and Friday afternoons are reserved for focused work production times

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