Asset Protection

The Penning Group advisors and attorneys offer a variety of asset protection services Services offered: We provide extensive advice to trustees in a wide variety of contexts, including revocable trusts, irrevocable trusts, charitable trusts, educational trusts, and others. It can be intimidating when you’re asked to be trustee of a trust, especially if the trust is to continue for any length of time. We routinely assist clients in carrying out their duties as trustees. We can be very “hands on” if you need close support, or we can simply work in the background, ready to give direction when you call on us. We also have many years of experience in preparing federal estate tax returns in larger estates, and a proven track record in achieving quick and favorable results from the IRS upon review of those returns. For details about our numerous other asset protection services please visit The Penning Group website.