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Domestic Asset Protection Planning

‐ Jul 24, 2012 6:15pm

Credits: None available.

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.


  • 0.00 - Tax

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