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Use of Asset Protection Trusts for Tax Planning Purpose

SKU: EPP2200

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Price$50

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Description

As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal framework underlying these trusts, including key jurisdictional considerations, trust design features, and practical implementation issues.

Attendees will gain an understanding of when a self-settled asset protection trust may be appropriate, how these trusts can be integrated into a broader estate planning strategy, and the opportunities they present for both asset protection and tax planning. The session will also explore current planning techniques that leverage self-settled trusts to enhance flexibility, preserve wealth across generations, and address evolving transfer tax considerations.

Lecturer Bio

Michael M. Gordon

Michael M. Gordon works with clients throughout the country in connection with their trust and estate planning. Michael’s practice focuses on how clients can achieve estate planning and tax benefits through the use of Delaware trusts. Michael routinely works with clients across the country to transfer the situs of trusts to Delaware and to modify those trusts to take advantage of Delaware’s favorable trust law.

Michael’s practice is unique in that although he does work with clients locally to assist them in the construction of their estate plans he spends the majority of his time working with high net worth clients throughout the country, their advisors, and attorneys to assist them with Delaware-centric trust and estate planning. Michael advises his clients on complex federal wealth transfer techniques that can be accomplished through the use of Delaware trusts. Michael also assists clients throughout the country in connection with income tax planning through the use of Delaware trusts including Qualified Small Business Stock planning and state income tax planning.

Michael is recognized as one of the preeminent estate planning attorneys in the country. He is ranked by Chambers and Partners among the top attorneys in Delaware for Private Wealth Law. He is a fellow of the American College of Trust and Estate Counsel, a national organization of peer-selected lawyers and law professors who are at the top of their profession and committed to maintaining excellence in the field of trust and estate law. Michael routinely speaks at the top estate planning conferences and events throughout the country on trust and estate planning topics.

National Academy of Continuing Legal Education is an Approved CLE Sponsor (106648) by the Indiana Commission For Continuing Legal Education. To view our full accreditation details, please .

Accreditation and CLE Rules for Indiana

Use of Asset Protection Trusts for Tax Planning Purpose

Description

Lecturer Bio

Michael M. Gordon

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