Understand key strategies for approaching domestic and offshore asset protection trusts for your clients. This topic will focus on the uses, benefits, requirements and differences among the various Asset Protection Trusts (APTs) jurisdictions permitted and the reasons why one law may be preferred over another. There will also be a discussion of the most recent applications involving trusts for protection and other uses. Examples include the use of an APT as a completed gift trust under the current income, gift, estate and generation-skipping transfer tax rules, ILITs with broader flexibility and benefits, and beneficiary favored trusts. These evolving strategies provide better-received options for your clients. Lastly, domestic trusts will be compared to offshore trusts.
Agenda
Faculty
Jeffrey R. Matsen, Esq.
Bohm Wildish & Matsen, LLP
- Founder of Matsen Law and “of Counsel” to Bohm Wildish & Matsen, LLP
- Practices encompasses Business Formation and Transactional Matters, Estate Planning, Asset Protection, Probate, Tax & Real Estate
- Designated on the Nation’s “Top 100 Attorneys” by Worth magazine and one of Southern California “Super Lawyers” by Los Angeles magazine. Achieved the highest rating with Martindale Hubble Law Director and AVVO
- Frequent speaker and author of numerous publications. Author of the ABA Publication The ABA Guide to Asset Protection Planning
- J.D. degree, with honors, University of California Los Angeles; B.A. degree, cum laude, Brigham Young University
- Can be reached at 714-384-6580
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