Advanced Estate Planning & Asset Protection in Orange County

When you've worked hard to build wealth, you deserve a plan that shields it. At Newman Law Group, our advanced estate planning and asset protection strategies help high-net-worth individuals and families in Tustin and throughout Orange County protect their legacy from lawsuits, creditors, excessive taxes, and unnecessary probate.

Black silhouette of a tree with leaves against a white background.

Why Asset Protection Is a Must in California

California's litigious environment, high estate values, and complex probate and tax laws mean that even modest estates can face significant risks without proper planning. A well-designed asset protection plan isn’t just for the ultra-wealthy—it’s essential for business owners, medical professionals, landlords, and anyone with appreciable assets or future inheritances.



Whether you’re concerned about shielding assets from lawsuits, reducing exposure to estate taxes, or protecting family wealth across generations, our attorneys can help you explore proactive, compliant strategies tailored to your situation.

Family of four poses in front of a house with the father holding the children.

Building Blocks for Multigenerational Wealth Protection

Black and white illustration of a gavel and sound block, representing law and justice.

Advanced Planning Tools

From Family Limited Partnerships (FLPs) and LLCs to Irrevocable Life Insurance Trusts (ILITs), our attorneys craft custom strategies that reduce liability, maintain control, and provide tax benefits.

Shield icon with a heart shape inside.

Trusts Designed to Protect

Irrevocable trusts such as Dynasty Trusts and Domestic Asset Protection Trusts (DAPTs) can preserve wealth and insulate assets from future creditors or claims.

An eye with a line through it, indicating something is hidden or not visible.

Minimize Taxes & Maximize Legacy

We help high-net-worth clients implement tax mitigation strategies like Grantor Retained Annuity Trusts (GRATs) and charitable trusts to reduce estate tax liability while supporting long-term goals.

Black silhouette of a tree with roots and leaves against a white background.

Frequently Asked Questions

  • What’s the difference between revocable and irrevocable trusts for asset protection?

    Revocable trusts offer control and probate avoidance but don’t protect against lawsuits. Irrevocable trusts, when properly structured, remove assets from your estate and protect them from creditors.

  • Can I lose control of assets in an asset protection trust?

    Some control may be relinquished for protection to be effective, but certain structures allow for flexibility. We help you understand trade-offs and design accordingly.

  • Is asset protection only for the ultra-wealthy?

    No. Anyone with a home, business, or investment account can benefit. Asset protection is about preserving what you've built for your family.

  • Can I include my business in my estate plan?

    Absolutely. Many plans include LLCs or Corporations to protect business assets and provide for continuity.

Ready for a Next-Level Plan?

Work With an Orange County Asset Protection Attorney

Our advanced planning strategies are built on decades of experience and a deep understanding of California’s complex legal landscape. If you have significant assets or business interests, it’s time to take a proactive approach. We serve clients across Tustin, Irvine, and throughout the region with integrity, clarity, and discretion.