Current State of Asset Protection Trusts: Do’s and Don’ts

This presentation will cover primary purposes in creating a foreign or domestic (US) asset protection trust, how to weed out undesirable clients seeking property protection in a manner that may be fraudulent, how attorneys can avoid bar discipline, and present alternatives to foreign against domestic trusts.

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Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
Daniel S. Rubin is the Co-Chair in Moses & Singer’s Trusts and Estates practice group and partner in the Asset Protection practice group. Daniel concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters. Daniel has been named by Worth magazine as one of the “Top 100 Attorneys” in the nation for private clients, by Law & Politics as a “New York Super Lawyer”®; and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers. Daniel is also rated AV Preeminent™ by Martindale-Hubbell, identifying him as part of a select group of lawyers recognized for their legal abilities and professional ethical standards.
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