Asset Protection Strategies
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Asset Protection Strategies offers a full range of proven structures for safeguarding assets, zeroing out estate taxes, and reducing income taxes. Written for both sophisticated planners and planners new to the field, this book offers techniques ranging from trust modifications to sophisticated international asset protection structures.
This edition updates all existing chapters and adds extensive new material on Private Placement Life Insurance (PPLI), Private Placement Variable Annuities (PPVA), and Captive Insurance Companies. Two new Chapters provide solutions that implement the best possible asset protection and tax optimization for your wealthy clients.
More than 30 structures are diagramed and explained.
New Chapter A explains how PPLI and PPVA can be combined with many trusts including:
- Irrevocable Life Insurance Trusts.
- Intentionally Defective Grantor Trusts.
- Grantor Retained Annuity Trusts.
- Cash Value Beneficiary Defective Trust.
- Domestic Asset Protection Trusts.
- Foreign Asset Protection Trusts.
- Low Profiler Trusts.
- Charitable Trusts.
New Chapter B discusses additional PPLI strategies and techniques including:
- Special Power of Appointment Clauses.
- Valuation Discount Strategies with FLPs and FLLCs.
- Dynasty Trusts.
- Intra-Family Loans.
- Split Dollar Financing.
- Double Taxation Treaties.
- Bitcoin Tax Planning.
- Purpose Trusts.
- Pre and Post-Inheritance Trusts.
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