Trust Situs for Dynasty Trusts and DAPTs: Key Differences Among Top-Tier States
Selecting the Best Situs Among Nevada, Delaware, Alaska, South Dakota, Ohio, Tennessee and Wyoming--and Why
Recording of a 90-minute CLE webinar with Q&A
This CLE webinar will provide counsel with an understanding of the key differences and variables among leading dynasty trust and domestic asset protection trust (DAPT) jurisdictions. The panel will outline what to consider when advising clients on the most appropriate jurisdiction in which to domicile a trust.
Outline
- Dynasty trusts generally
- Domestic asset protection trusts generally
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Dynasty trusts
- Perpetuities differences
- Spendthrift trust and exception creditor differences
- Other key differences
- Drafting around the state law problems
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Domestic asset protection trusts
- Statute of limitations
- Exception creditor differences
- Other key differences
- Drafting around the state law problems
- Summary
Benefits
The panel will review these and other key questions:
- Which states have the most effective dynasty trust statutes?
- Which states have the most effective DAPT statutes?
- What are the material differences—advantages and disadvantages—among the different top tier jurisdictions?
- How can counsel draft the trust document around some of the state law problems?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty

Steven J. Oshins
Member
Oshins & Associates
Mr. Oshins' practice focuses on estate planning and asset protection. He was named Las Vegas Trusts and Estates... | Read More
Mr. Oshins' practice focuses on estate planning and asset protection. He was named Las Vegas Trusts and Estates Lawyer of the Year by The Best Lawyers in America and was voted into the NAEPC Estate Planning Hall of Fame. He is a frequent speaker and author on estate planning and asset protection articles. He participated in getting valuable trust and creditor protection laws passed in Nevada.
CloseEido M. Walny
Walny Legal Group
His practice focuses on estate planning, asset protection, business succession, probate, and trust administration. His... | Read More
His practice focuses on estate planning, asset protection, business succession, probate, and trust administration. His experience includes counseling to protect multi-generational family wealth, structuring family and business succession plans, non-probate transfers, and trust and probate administration. He is a frequent speaker on estate planning, charitable giving methods, and topical business issues.
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