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."