Asset Protection Strategies & Forms

Publisher: James Publishing

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eBook :epub
ISBN: 9781580121132
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ISBN: 9781580121132
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Price
$247.00
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Asset Protection Strategies & Forms

The living trust has become almost mandatory in estate planning, but it is frequently offered without any thought to safeguarding the inheritance. However, children's inheritances in a living trust can be readily protected from creditors if it is made discretionary or includes shifting language.

Asset Protection Strategies & Forms is a complete planning toolbox that provides you with a full range of domestic and international structures for safeguarding assets, from simple spendthrift trusts through equity strips to collapsing bridges. Structures are diagrammed and explained, with supporting law, tax considerations, case studies, and pattern clauses, making them easy to follow and explain.

In addition to comprehensive explanations of the various asset protection options, this book offers over 90 forms, helping you do everything you need to protect your clients' assets, from basic client intake to avoid common problems, to setting up sophisticated international trusts for the highest protection.

Table of Contents


Purpose and Methods
Fraudulent Transfers, Ethics, and Bankruptcy and Retirement Plans
Strategic Planning
Domestic Trusts
International Asset Protection Trusts (IAPTs)
International Life Insurance and Annuities
Titling of Assets and Family Law
Corporations
Family Limited Partnerships (FLPs)
Family Limited Liability Companies (LLCs)
Insurance
Techniques and Examples