Domestic Asset Protection Trusts: Key Income and Transfer Tax Implications
Structuring DAPTs to Minimize Federal and State Taxes, Gifting, Creditor Issues, Other Legal Implications
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE course will provide trusts and estates counsel an in-depth analysis of federal income and transfer tax consequences of domestic asset protection trusts (DAPTs). The panel will discuss key tax planning issues and structuring techniques to minimize federal and state taxes, navigating the differences between jurisdictions, and analyze other legal implications and limitations.
- Asset protection planning under current tax law
- How the domestic asset protection trust works
- Statute of limitations
- Fraudulent transfers
- Exception creditors
- Structuring DAPTs to minimize income and transfer taxes
- State law considerations
The panel will review these and other key issues:
- In asset protection planning, what factors should counsel consider in deciding how and where to structure the DAPT?
- How does the DAPT work and what are the rules regarding statute of limitations, fraudulent transfers, and creditor exceptions?
- What factors must be considered in structuring DAPTs to minimize income and transfer taxes?
- What state law issues must be considered?
Jonathan E. Gopman
Nelson Mullins Riley & Scarborough
Mr. Gopman's practice focuses on sophisticated wealth accumulation and preservation planning strategies for... | Read More
Mr. Gopman's practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning and general tax planning.Close
Craig S. Redler
Law Offices of Craig S. Redler
Mr. Redler has held positions with Amicorp in its offices in Auckland New Zealand and Miami Florida, and Southpac Trust... | Read More
Mr. Redler has held positions with Amicorp in its offices in Auckland New Zealand and Miami Florida, and Southpac Trust International, Inc. with offices in the Cook Islands and Tauranga New Zealand. His responsibilities included serving as Trustee for off-shore trusts settled by high net-worth clients along with structuring bank accounts throughout various countries in Europe and Asia.Close
Cannot Attend September 26?
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.