Asset Protection

Protecting your hard-earned assets is essential for securing your financial future and ensuring peace of mind for yourself and your loved ones. At , we specialize in crafting customized asset protection strategies to safeguard what matters most to you. As a member of the Asset Protection Council, we work with top attorneys across the nation to bring creative solutions, such as the Bridge Trust, to our clients in Ohio.


Our team understands that asset protection isn’t just about preserving wealth—it’s about maintaining control over your resources, minimizing risks, and preparing for life’s uncertainties. Whether you’re planning for the future, facing potential liabilities, or looking to protect your family’s inheritance, we’re here to guide you every step of the way.

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Have Questions?

  • What is asset protection, and why is it important in Ohio?

    Asset protection involves using legal strategies to safeguard your property, savings, and other assets from potential risks such as lawsuits, creditors, or long-term care expenses. In Ohio, proper asset protection planning can help preserve your financial security, protect your legacy for your loved ones, and ensure you qualify for Medicaid or other benefits if needed. Without a plan in place, your assets may be vulnerable to unexpected liabilities.

  • Can a trust be used for asset protection in Ohio?

    Yes, certain types of trusts, such as irrevocable trusts, can be highly effective tools for asset protection in Ohio. For example, an irrevocable Medicaid Asset Protection Trust can shield your assets from being counted toward Medicaid eligibility while allowing you to retain some control over how they are used. It’s important to work with an experienced attorney to structure the trust correctly and comply with Ohio laws to avoid potential challenges.

  • How can I protect my assets from long-term care costs in Ohio?

    Long-term care costs, such as nursing home expenses, can quickly deplete your assets if proper planning isn’t in place. In Ohio, strategies like creating a Medicaid Asset Protection Trust or transferring assets within Medicaid’s look-back period (currently five years) can help protect your wealth. Additionally, using legal tools like durable powers of attorney and long-term care insurance can ensure your financial security while planning for future care needs. Consulting with an attorney familiar with Ohio’s Medicaid laws is essential for effective planning.

Still unable to find the answer you need? Don’t hesitate to reach out to our team for help. You can contact us by calling our office at 614-334-6850 or by using our contact form.