Domestic Asset Protection Planning - American Institute of CPAs
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Asset protection vehicles are not a luxury, but something that all clients need to some degree. This two-part presentation will familiarize participants with the various tools of asset protection, both domestic and international. This first part, covering domestic asset protection tools, will discuss: • Statutorily exempt property, such as retirement plans, homestead, life insurance, and annuities • Spendthrift trusts and gifting • Limited liability entities • Domestic asset protection trusts The second part of the presentation continues in #36.