You’ve worked hard to build your dream.

NOW IT’S TIME TO PROTECT IT.

If you haven’t made a plan to protect your assets…

It’s time.

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ASSET PROTECTION. BUSINESS FORMATION. TRADEMARKS. MERGERS & AQUISITIONS

Protecting your wealth needs constant review to ensure you are up to date on the most important asset protection strategies.

You’re busy building (and living) your American Dream, and you also want to make sure it’s safe

Keeping up with legal changes and regulations is essential, but you may not know where to begin

You want a solid plan so your financial legacy doesn’t end up in someone else’s bank account

That could jeopardize your retirement and the security of future generations

Does this sound familiar?

Talk to the Queen of Business Law®.

Meet Kelly Bagla, Esq.

In Chess, the Queen protectsthe King. I’m known as the

Queen of Business Law®

My clients are my “King,” and my concierge service specializes in reinventing how they manage their wealth strategy to unify their needs.

Whether you need to set up the proper business structure for a new business, navigate a merger or acquisition, set up a franchise, need a trademark for your business, or need any other business law services, protecting you and your assets is my passion.

My team and I are there during every step of your Business Legal Lifecycle®, providing timely, accurate legal services that ensure your peace of mind. Our lifestyle concierge services are perfect for High Networth individuals, most of whom aren’t even aware of what protection they need.

We tailor our services to your specific business and personal needs, providing not only protection for your current assets but also sophisticated guidance across generations, helping you achieve your goals to ensure that the legacy you leave your loved ones reflects the dreams you’ve worked so hard to achieve.

As Seen On

our Client’s Say

As a High Networth individual and business owner, you’re uniquely passionate about your business and the clients you serve. Worrying about the legal side of that business can steal your joy.

As you achieve success, it’s vital that you have the systems and protections in place to ensure your legacy.

Imagine the relief you’ll feel once we work with you to put all of your legal needs under one protective umbrella.

Work with

Your Asset protection team

Asset

Protection

Everything you’ve built is vulnerable. Protecting it is our passion.

Legal Roadmap

Our signature service is dedicated to covering all of your bases in a way that makes sense and flows through all areas of your business.

Business Formation

Setting yourself up for success starts with the proper business structure. We’ll make sure you’ve got it.

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We simplify complexity with goals-based planning, providing the clarity and wisdom you need to take confident action.

Get on our calendar today, and let’s build your Legal Roadmap together!

The Podcast

Take control of your destiny with the Queen of Business Law®! Join Kelly Bagla, Esq., author of Go Legal Yourself!® as she cuts through the often complicated and overwhelming legal side of owning a business.

SPEAKING & MEDIA

Kelly is a dynamic speaker and an internationally acclaimed corporate and securities attorney with over two decades of experience in guiding both local and global clients.

Your Questions

Our Answers

HOW DO I START AN LLC?
Entrepreneurs looking to start a business need to start by asking both the State and Federal Governments for their permission to operate a business. Prior to asking permission to operate a business, you should know WHAT TYPE OF ENTITY FORMATION is best suited for the type of business you’re trying to operate. LLC is one of many entity type options. It’s best to speak with a corporate lawyer to determine whether LLC is the correct entity type for your business.
WHAT IS ASSET PROTECTION?
Any wealth amassed is considered an ASSET. Your home, cars, investment properties, businesses… ALL ASSETS. ASSET PROTECTION is put in place to ensure YOU hang on to YOUR wealth. Whether that’s here domestically, or offshore; whether that’s through proven corporate structuring; whether that’s by way of ESTATE PLANNING… Speaking with an asset protection lawyer to determine what route suites your unique needs is the next step to ensuring your empire’s security.
WHY DO I NEED A LIVING TRUST?
Consider your LIVING TRUST to be like a pre-nup. If you don’t take the time to sit down and put in writing WHAT your wishes are postmortem, the state government will dictate what happens with your wealth, and make it a matter of public record. As a citizen of their state, the state government will assess and distribute your entire estate through a system called PROBATE. They will keep approximately 20% of the overall value of the estate for cost of services to go through PROBATE. Taking the time to create a personalized game plan of your own, through a LIVING TRUST, keeps your money out of the government’s pockets, and in the hands of your loved ones.
HOW DO I INVEST MY OWN MONEY INTO MY BUSINESS?
Any money received from your business to you personally will be assessed by the IRS. To avoid: co-mingling of funds; paying income taxes on a personal loan repayment; or potential loss of monies invested based on business performance… Special Contracts need to be put in place. A corporate lawyer can advise WHICH contracts are needed for your unique setup and circumstances.
HOW DO I PROTECT MY INTELLECTUAL PROPERTY?
Trademarking® and/or Copyrighting© your LOGO/slogan is the best way to ensure your business actually owns the rights to its brand. If you want to ensure you’re in the driver’s seat of your company, you need to OWN its assets. Your brand is one of the most important assets to own for your business. Legal counsel can advise which process is correct for your IP.
HOW DO I PROTECT MY RENTALS FROM LAWSUITS?
The biggest threat comes from within. To ensure your rental property doesn’t expose your personal assets to frivolous lawsuits, you need to make sure you have taken the time to create an actual corporate structure providing a corporate veil that will separate your personal assets from your renters and their guests. A corporate lawyer can set up a tried-and-true corporate structure that will keep you beyond reproach.