Trust and LLC Formation

Stratford Tax & Wealth Group

Asset Protection | Trust & Estate Formation | COPE Structuring

Protect What You’ve Built

At Stratford Financial Solutions, Inc., we design advanced asset protection frameworks centered on LLC, Trust, and Estate Formation. Our mission is straightforward: to safeguard your holdings—real estate, business interests, and investments—against litigation risk and creditor exposure. In a world where lawsuits are common and “deep-pocket defendants” are easy targets, proactive structuring is not optional. It’s essential.

Why Asset Protection Matters

The modern legal environment is increasingly aggressive. Without a protective framework, personal and business assets remain exposed to judgment creditors, lawsuits, and internal disputes. Proper asset protection converts vulnerability into strategy—preserving wealth while maintaining lawful control and flexibility. Whether you own significant property, operate a high-liability enterprise, or manage generational wealth, Stratford designs structures that secure what you’ve earned.

Trusts: Strategic Ownership, Not Just Safekeeping

A Business Trust is not a corporation or partnership—it’s a legal relationship that holds and manages assets for designated beneficiaries. Properly constructed, it can achieve superior insulation, privacy, and continuity.

Key Advantages:

  • Reduced Personal Liability: Separates legal ownership from control, shielding personal assets from business or professional risk.
  • Enhanced Privacy: Trusts generally avoid public disclosure of ownership, unlike corporate filings.
  • Continuity and Control: Trustees manage according to predefined terms, ensuring orderly administration and protection through succession.

Limited Liability Companies (LLCs): Flexible, Defensive, and Efficient

An LLC merges the protective features of a corporation with the operational ease of a partnership. It is the preferred vehicle for entrepreneurs, real estate investors, and families seeking both control and protection.

Core Benefits:

  • Limited Liability: Members are not personally responsible for the debts or obligations of the company.
  • Tax Flexibility: Elect to be taxed as a sole proprietorship, partnership, S corporation, or C corporation—whichever best fits your strategy.
  • Streamlined Compliance: Minimal reporting requirements with maximum control.
  • Professional Credibility: Enhances investor confidence and institutional trust.

COPE: Charging Order Protection Entity Structuring

Control your liability before it controls you.

Stratford’s COPE strategies—Charging Order Protection Entity structures—are built to resist judgment enforcement and predatory litigation. We integrate Trusts, LLCs, and S Corporations in multi-layered, compliant frameworks that separate ownership, management, and benefit.

Our COPE designs provide:

  • Creditor Resistance: Charging order protections limit creditors to economic interests without granting control.
  • Layered Defense: Each entity acts as a barrier, reducing cross-liability exposure.
  • Tax Compliance: Structures remain fully aligned with IRS classification rules and reporting requirements.
  • Confidentiality: Strategic privacy through lawful entity layering and trustee administration.

Confidential. Compliant. Court-Ready.

Every structure we build is designed to withstand scrutiny, preserve privacy, and sustain protection across generations. Whether your objective is wealth preservation, asset segregation, or litigation deterrence, Stratford Tax & Wealth Group ensures your plan is drafted right—the first time.

STRATFORD TRUST CREATION OFFERINGS.pdf