Explore different types of Irrevocable Asset Protection Trusts
Learn how they work to accomplish your client’s goal of asset protection.
Asset Protection Trusts can help your clients:
- Protect assets from the costs of long-term care and creditors
- Reduce Pennsylvania Inheritance Tax
- Avoid probate
- How specific trust terms can accomplish client goals
- Tips for holding real estate in an Asset Protection Trust
- About income tax and gift tax considerations in drafting an Asset Protection Trust
- Tips about choice of trust terms and selection of assets to protect
Recorded during a live webcast in January 2017.