Unanticipated changes in the law or circumstances may derail a careful plan to preserve a client’s intent to transfer wealth through trusts. A “trust protector” originated from a need to protect ...

When you think about setting up a trust, the first thing that comes to mind is a plan for how wealth will be passed down after you die. But there is also an asset protection trust, which protects your ...

As trusts gain momentum, Zurich's updated master trust coverage helps banks, wealth managers and fiduciaries insure trust-held real estate with less complexity, greater consistency. To simplify asset ...

Some are quick to dismiss asset protection trust planning as too complex or unnecessary. For those not in a "certain tax bracket," this type of planning may seem like an over-reach by an estate ...

I've written before about the individual power of tools like deferred sales trusts, asset protection trusts, limited ...

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

There are times when a person wants to create a trust and name a trusted family member or friend as the trustee; however, in most cases, the person to be selected has no knowledge of trusts or what it ...

Read on to learn about the different types of asset protection trusts and how to set one up. What Is an Asset Protection Trust (APT)? An asset protection trust protects your assets from creditors and ...