Attorney work · asset protection

Wealth is defended with architecture, not hiding places.

Risk separation, fiduciary instruments, matrimonial regimes and planned succession — built lawfully and in time, to withstand creditors, the tax office and the years.

Legal service · Attorney

The legal services described on this page are provided through Cabinet de avocat Mihai Guran (Brașov Bar). This page is informative.

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The principle

Assets are protected before the storm.

Lawful asset protection is built in fair weather: once creditors or litigation appear, transfers can be clawed back — or become evidence. The difference between planning and fraud is, at its core, a matter of timing and intent.

A well-defended estate is not hidden — it is well arranged: business risk separated from personal wealth, key assets held through fiduciary instruments, matrimonial regimes chosen deliberately, succession organised in advance.

I work at the intersection of civil law, taxation and white-collar risk: a protective structure must simultaneously withstand creditors, the tax authority and a potential investigation — otherwise it is not protection, only postponement.

Instruments

The asset-protection toolbox.

Trusts & fiducia

Separating ownership from benefit: key assets held in a vehicle administered for your beneficiaries, under rules you write. STEP standards, applied to Romanian reality.

Holdings & risk separation

The operating business (which carries the risk) separated from valuable assets — real estate, shareholdings, IP — so one commercial failure cannot drag everything down.

Matrimonial regimes

Community, separation or a bespoke regime — chosen consciously; often the first and cheapest line of defence.

Succession planning

Wills, structured gifts, business-continuity vehicles — wealth passes on in order, tax-efficiently, without wars between heirs.

FAQ

What clients ask about protecting wealth.

When is the right time to start?

Now — if no litigation or creditors are on the horizon. Structures built before any exposure are practically unassailable; last-minute ones are fragile and can make things worse.

Do trusts work for Romanian residents?

Yes, with proper planning: Romania recognises the fiducia, and foreign trusts produce effects when correctly structured and reported — including for tax. The choice depends on assets, beneficiaries and horizon.

How does protection interact with tax?

Every protective structure has tax consequences — at creation, in operation and on transfer. Working with a lawyer who is also a certified tax adviser means the structure is designed once, correctly, on both planes.

Contact

Have you received an audit report or a tax assessment?

The deadlines for challenging run from the date of communication. An early assessment establishes whether and on what basis a challenge can be built, and what must be protected immediately.

E-mailrolegal@pm.me
Phone+40 799 597 410
AvailabilityInternational · video or in person