Trusts & Estates
Case Studies in Asset Protection, Part 1
Asset protection planning is no longer just for the ultra-wealthy or "litigation prone" clients—we know that. But do your clients? "Routine" asset protection planning is critically important for a variety of reasons. To close out 2016, WealthCounsel kicks off a 6-part series on case studies in asset protection based on Jonathan Mintz's highly acclaimed session at Symposium 2016.
This series examines the role of asset protection in estate planning and why you should talk to your clients about it today. Please download Part 1 of this 6-part series that explores a client's need for "Bloodline Protection."
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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