Trusts & Estates
Cryptocurrency and Estate Planning
As virtual currency continues to grow in popularity, estate planners need to understand how virtual assets differ from traditional ones in order to competently advise clients with these types of assets. 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!
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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