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Case Studies in Asset Protection, Part 2: Bloodline Protection

Asset Protection RLT, IRT, Bloodline Protection,

by WealthCounsel Staff

Asset protection planning is a growing concern for many clients—and not just for the ultra-wealthy. Here's why:

• Divorce rates in the U.S. over 50%;• Clients concerned about bloodline protection;• More lawsuits;• Special concerns in “high risk” occupations• Perceived “deep pockets” – the higher the wealth, the bigger the target.

Asset protection planning should be part of your practice and can open new opportunities with clients....

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