Trusts & Estates
For Whom the Bells Toll: Asset Protection May Be for Everyone
Everyone needs to think about Asset Protection Planning. The facts are, that most people who have assets at a value approaching one million dollars or more need to carefully consider an Asset Protection structure. The structure does not need to be that complicated for smaller estates, but Asset Protection has to be addressed and reviewed with all of our clients.
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Cryptocurrency and Estate Planning
Download the free Insight Brief, "Planning for Virtual Currencies" to learn virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!Learn More
Domestic Asset Protection Trusts after Toni 1 Trust
Domestic Asset Protection Trusts (DAPT) have been a useful estate planning tool to help clients protect their assets from creditors. Download this paper now and learn why it has become vital for estate planners to adequately counsel clients in non-DAPT states wishing to fund their DAPT with non-DAPT state property.Learn More
Drafting Third-Party Spendthrift Trusts after U.S. v. Harris
U.S. v Harris changed the game for estate planning attorneys drafting spendthrift trusts. Get the facts in this brief.Learn More