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    Follow up with Clients Regarding Self-Settled DAPTs

    WealthManagement.com
    Feb 04, 2015

    Martin M. Shenkman 

    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
    planning.

    Read his commentary here.

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