Effective Domestic Asset Protection Trusts: Self-Settled Assets, State Differences, Forming and Funding
A live 110-minute CPE webinar with interactive Q&A
This webinar will discuss identifying clients who could benefit substantially by forming an asset protection trust (APT), states authorizing domestic asset protection trusts (DAPTs), and considerations of forming and funding these trusts for trust and estate professionals working with high net worth individuals.
- APTs: introduction
- Self-settled trusts
- What is a DAPT?
- Arguments for APTs
- Arguments against APTs
- Forming and funding a DAPT
- State commonalities and differences
- Recent cases
- Alternatives to DAPTs
The panel will review these and other critical issues:
- Arguments for and against APTs
- Identifying clients who could benefit from an APT
- Differences among states offering APTs
- Forming and funding an APT
- Recent cases involving APTs
S. Gray Edmondson
Edmondson Sage Allen
Mr. Edmondson practices in partnership, corporate, and individual tax planning; business transactions, including... | Read More
Mr. Edmondson practices in partnership, corporate, and individual tax planning; business transactions, including mergers and acquisitions; business planning; tax controversy; estate and wealth transfer planning; probate; estate and trust litigation; asset protection; and charitable planning. He has conducted, authored, and directed numerous seminars for professional, academic, and civic groups on taxation, business, asset protection and estate planning.Close
Jerome L. Wolf
Katz Baskies & Wolf
Mr. Wolf is a member of the Florida and New York Bars. He has more than 40 years of experience as a trusts and... | Read More
Mr. Wolf is a member of the Florida and New York Bars. He has more than 40 years of experience as a trusts and estates lawyer and practices in the areas of estate, tax, asset protection and business succession planning for high net worth families. Mr. Wolf provides sophisticated transfer and generation-skipping tax strategies to successful individuals and advises closely held corporations, partnerships and other business entities on succession and asset protection planning structures.Close
Early Discount (through 12/17/21)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.