Asset protection has become an important aspect of estate planning for ultra-wealthy clients who sometimes feel like they have a target on their back. This session will discuss the use of self-settled asset protection trusts. The speaker will provide an overview of how these trusts work, when such trusts might be desirable for an UHNW client, and how self-settled asset protection trusts can be designed to achieve certain tax benefits in the current estate planning environment.
CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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