Trusts & Estates
Case Studies in Asset Protection, Part 3: High Risk Assets
For numerous reasons, many of your clients can benefit from a conversation about asset protection. And now, it's time for Part 3 of our series, "Case Studies on Asset Protection." In this installment, our model clients come to you seeking advice on how to protect themselves after having invested in some high risk ventures.
Download this case study for practical tips—including setting up business entities— to help your clients avoid litigation, protect their assets, and safeguard their legacies and... how you can use these strategies to increase your revenues.
Complete the form to get your free guide
Cryptocurrency and Estate Planning
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.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