Feb 04, 2015
This year’s Heckerling Institute on Estate Planning included an excellent session on
asset protection. The bottom line appears to be that in spite of some negative cases,
Here’s a sample letter explaining proactive steps that might be taken
self-settled asset protection trusts remain a viable planning technique. Further, the
continued growth in the states permitting these trusts is certainly a positive. A key
takeaway for practitioners is that proactive steps we can help clients take now might
strengthen their self-settled trusts and other asset protection planning. This letter is
intended to inform clients with domestic asset protection trusts (DAPTs) that
counsel can help them take proactive steps to support DAPTs and to evaluate other
Read his commentary here.
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