Asset Protection

How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts?  What preliminary steps might be helpful to take to guide clients on proper trust…

Given the current economy and the uncertainty of today’s political climate, many in the estate planning field have their eyes on Washington, D.C., looking to see if dramatic changes to the current transfer tax structure could be imminent.…

Spousal Lifetime Access Trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020.

Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning. This presentation…

This article discusses the "special power of appointment trust," designed to provide asset protection while providing a means for the grantor to benefit from the trust property, should the need arise.

In this month’s installment, we will focus on documents that are unique to the Elder Law Planning practice system. However, users of any practice system are welcome to attend for informational purposes, or to get a brief demonstration of…

This webinar will explain why, with such high temporary estate tax exemptions, Domestic Asset Protection Trusts (“DAPTs”) are a vital planning tool for many clients and how DAPTs can be used to increase the early use of the exemptions.

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…

In this webinar, we will discuss drafting Domestic Asset Protection Trusts, which are self-settled trusts usually used for asset protection purposes.

In the case of In re Huber, entered May 17, 2013, the United States Bankruptcy Court for the Western District of Washington (State), on three grounds, held that an Alaska self-settled trust essentially was invalid with respect to claims of…