Build Wealth.
Protect It.
Estate planning, asset protection, and strategic ventures for families and professionals building generational wealth that survives taxes, lawsuits, and time.
Protect Your Legacy →What Professionals & Families Get
Sophisticated legal strategies for wealth preservation, asset protection, and multi-generational planning.
Estate Planning & Wealth Transfer
Advanced trusts, tax strategy, and wealth transfer structures for high-net-worth families. Build generational wealth that survives taxes, lawsuits, and poor financial decisions.
Estate Planning Services:
- • Revocable living trusts for asset management
- • Irrevocable trusts for tax minimization (ILIT, GRAT, SLAT)
- • Dynasty trusts for multi-generational wealth
- • Special needs trusts for family members
- • Charitable remainder trusts for philanthropy
- • Powers of attorney and healthcare directives
How We Can Help:
For executives with complex family situations, we design comprehensive trust structures that minimize estate tax exposure, protect assets across generations, and ensure fair distribution—coordinating revocable trusts, irrevocable life insurance trusts, and beneficiary-specific trusts tailored to your circumstances.
Learn more →Asset Protection Strategies
Shield your wealth from lawsuits, creditors, and liability risks with strategic structures. High earners are high-value targets—protect yourself before problems arise.
Asset Protection Tools:
- • Domestic asset protection trusts (DAPTs)
- • LLC structuring for real estate holdings
- • Family limited partnerships (FLPs)
- • Offshore trust strategies (when appropriate)
- • Prenuptial and postnuptial agreements
- • Umbrella insurance coordination
How We Can Help:
A physician with significant malpractice exposure owned rental properties and investment accounts in personal name. We restructured assets into series LLC for real estate, moved liquid assets to domestic asset protection trust, and coordinated with insurance advisor on umbrella coverage—creating multiple layers of protection while maintaining control and access.
Learn more →Business & Investment Ventures
Legal support for side businesses, investments, and entrepreneurial endeavors. Many high earners diversify income streams—do it right from the start.
Business Services for Professionals:
- • Entity formation for side businesses (LLC, S-Corp)
- • Real estate investment structuring
- • Angel investment and syndicate agreements
- • Partnership and joint venture agreements
- • Business purchase and sale transactions
- • Franchise agreements review
How We Can Help:
When professionals invest in commercial real estate with partners, we form multi-member LLCs with detailed operating agreements, structure capital contributions and profit-sharing, negotiate purchase agreements, and coordinate with lenders—turning handshake deals into professional investment structures.
Learn more →Ongoing Legal Counsel
Fractional GC services for professionals managing complex legal needs. Stop paying hourly rates for every contract review—get predictable, ongoing legal support.
What Ongoing Counsel Includes:
- • Unlimited contract review (within scope)
- • Business formation and entity maintenance
- • Real estate transaction support
- • Employment and contractor agreements
- • Strategic legal planning and advisory
- • Vendor and partner negotiation
How We Can Help:
A family managing multiple businesses, real estate holdings, and investment ventures needed reliable legal support without surprise bills. We set up monthly retainer covering contract reviews, entity management, transaction support, and strategic advice—giving them on-demand legal counsel at predictable flat fee.
Learn more →Common Questions from High-Performing Professionals
âť“ "Do I really need a trust if I have a will?"
If you own real estate or have significant assets, yes. Trusts avoid probate (saving time and money), provide privacy, and offer better control over distribution. Wills alone go through probate court and become public record.
âť“ "How do I protect assets from lawsuits in my profession?"
Layer your protection: umbrella insurance, asset protection trusts, LLC structuring for real estate, and keeping business assets separate from personal wealth. The key is setting this up before you get sued—you can't move assets after a lawsuit starts.
âť“ "Should I put investment properties in an LLC?"
Generally, yes. LLCs provide liability protection (tenant lawsuit won't reach personal assets) and can offer tax benefits. For multiple properties, consider a series LLC with separate series for each property.
âť“ "Is it too early to do estate planning?"
No. If you own a home, have children, or have significant assets, you need estate planning now. Waiting until "later" means your family deals with probate, conflicts, and unnecessary taxes if something happens unexpectedly.
Assess Your Estate Planning Needs
Get personalized recommendations based on your assets and goals.
Estate Planning Assessment
Discover your estate planning needs based on your assets, family situation, and long-term goals.
Why High Performers Choose Jacobs Counsel
Built for Success
We understand the unique legal needs of high-earning professionals and families.
Sophisticated Strategies
Advanced planning techniques that maximize wealth preservation and minimize tax liability.
Long-Term Partnership
We're not transactional lawyers. We're strategic partners in your family's long-term success.
Free Estate Planning Resource
Download our comprehensive estate planning checklist for high-earning professionals.
High Earner's Estate Planning Checklist
Protect what you've built with wills, trusts, and asset protection strategies.
Resources for Professionals
Family Wealth Preservation Strategies
Building legacy wealth that lasts generations.
ASSET PROTECTIONAsset Protection for High-Income Professionals
Shielding wealth from liability and lawsuits.
BUSINESSBusiness Ventures for Executives
Legal considerations for side businesses and investments.
Ready to Protect Your Family's Future?
Book a strategy call and let's build a comprehensive legal plan for your family and your future.
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