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Asset Protection Trusts: Fundamentals and New Approaches

Understand key strategies for approaching domestic and offshore asset protection trusts for your clients. This topic will focus on the uses, benefits, requirements and differences among the various Asset Protection Trusts (APTs) jurisdictions permitted and the reasons why one law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of an APT as a completed gift trust under the current income, gift, estate and generation-skipping transfer tax rules, ILITs with broader flexibility and benefits, and beneficiary favored trusts. These evolving strategies provide better-received options for your clients. Lastly, domestic trusts will be compared to offshore trusts.


Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview

  • Current Environment of Litigation
  • Inside and Outside Debts

Self-Settled Spendthrift Trusts

  • Typical Revocable Living Trusts
  • Irrevocable Trusts

Domestic Asset Protection Trusts (DAPTs)

  • What is a DAPT?
  • States that have DAPTs legislation
  • General Requirements and drafting considerations
  • When to use a DAPT
  • Using LLCs with DAPTs
  • Recent Cases
  • How effective are DAPTs?

Offshore Asset Protection Trusts

  • What is an Offshore Asset Protection Trust?
  • Why and When to use an Offshore Trust?
  • Factors in selecting Offshore Jurisdiction
  • Use of LLCs with Offshore Trusts
  • Drafting considerations
  • Major Cases
  • How effective are Offshore Trusts?
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jeffrey R. Matsen, Esq.

Jeffrey R. Matsen, Esq.

Matsen Voorhees LLP

  • Founder and managing partner of Matsen Voorhees Mintz LLP
  • Practice encompasses business formation and transactional matters, estate planning, asset protection, probate, tax and real estate
  • Designated on the nationís Top 100 Attorneys by Worth magazine and one of Southern Californiaís Super lawyers by Los Angeles magazine
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • Frequent speaker and has written numerous publications
  • J.D. degree, with honors, University of California at Los Angeles; B.A. degree, cum laude, Brigham Young University
  • Author of The ABA Guide to Asset Protection Planning
  • Can be contacted at (714) 384-6580
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399189
Published 2016
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