transcript   Transcript

Trusts and Estates: Asset Protection Planning

Recorded on: Sep. 13, 2017
Running Time: 01:03:32

Full Transcript:

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Taken from the Web Program 48th Annual Estate Planning Institute recorded September 2017 in New York.

Trusts and Estates: Asset Protection Planning [01:03:32]
  • The need for and principled considerations in asset protection planning
  • It's not just self-settled trusts
  • Domestic and Foreign Asset Protection Trusts – Pros and Cons
  • Tax Considerations and Compliance 

Gideon Rothschild

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Estate Planning Through an Asset Protection Lens (2017)
    Gideon Rothschild

Presentation Material

  • Asset Protection: Selected Issues and Planning Techniques
    Gideon Rothschild
Gideon Rothschild ~ Moses & Singer LLP
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