Grantor Retained Annuity Trusts (GRATs)

Asset protection planning can benefit a wide range of clients, particularly those with significant assets. High-risk professions such as physicians, surgeons, lawyers, accountants, real estate developers, business owners, and corporate executives often require robust asset protection strategies. With increasing accumulation of wealth comes increasing concern about losing that wealth. As a result, the emphasis on asset protection has increased over the past twenty years. Originally presented as part of Advanced Asset Protection Planning.

The do’s and don’ts of trust drafting . . . including uses of powers of appointment, spendthrift clauses, and jurisdictional provisions . . . with forms. Originally presented as part of Advanced Asset Protection Planning.

Are you liable when you discover a client has completed a fraudulent transfer? What are your duties and obligations? Knowing what to do in these situations without violating the attorney/client privilege can be tricky at best. In this informative presentation receive clear instruction on how to handle difficult situations in asset protection planning. Originally presented as part of Advanced Asset Protection Planning.