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The Supreme Court of the State of Utah has recently issued a decision in Dahl v. Dahl. Most of us know that the trust was a DAPT, but the court ruled that it was revocable. Steven J. Oshins, JD, AEP (Distinguished) discusses how this case affects DAPTs and why the Hybrid DAPT avoids all of these issues.

You will learn:

  • How a simple modification to the traditional DAPT can significantly enhance the probability of success
  • How the Hybrid DAPT is different from the regular DAPT
  • How to effectively explain the Hybrid DAPT technique to clients and prospective clients
  • How to add asset protection planning as a new area of expertise

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