Avatar Avatar
Avatar

Asset Protection Trusts after Toni 1 v. Wacker: Strategies, Concerns and Important Considerations for the Conscientious Advisor



Watch Now!
Recording and Slides are Available Here


Asset Protection Trusts after Toni 1 v. Wacker: Strategies, Concerns and Important Considerations for the Conscientious Advisor    

Advisors have many choices as to what to do concerning existing and possible future Asset Protection Trust planning in view of developing case law which may apply the law of a settlor or creditor's situs to rule that creditors may invade APT trusts that may benefit its settlor.  

Join Alan GassmanMartin Shenkman and Jonathan Blattmachr to learn what the possible state, estate and income tax law consequences may be of such findings, what planners can do now to avoid possible problems and enhance expected results from such challenges.  

 
Topics covered will include: 
  • The Toni 1 Trust case and other cases and law that give signs of decisions yet to come, including Hansen v Denkla and its progeny.  
  • How to stop DAPT attacks in their tracks.
  • How to use offshore trust law as a back up for existing domestic APT's without causing foreign trust filing headaches or losing S corporation status. 
  • How to avoid having creditors invade trust assets even if a state court decision is hostile to an APT situation.
  • How the bankruptcy law and 10 year look back rules can be used to attack and defend APTs.
  • Discussion of status and modification of Trust Protector situations and provisions. 
  • Income and estate tax planning with existing and new APTs in view of these developments.
  • Design and use of adding offshore LLC's and other non-trust entities for protective APT trust planning purposes, including discussion of dual registered Delaware/foreign corporation rulings, the Barber and Seargent cases, and the use of foreign foundations as an alternative to APT's. 
  • Nevis and Delaware TBE trusts for clients who reside in TBE states. 
  • Attendees will receive client letters, key provisions to include in APT trusts, and an electronic copy of Allan Gassman's 405 page  book entitled Florida and Federal Asset Protection Law, which features coverage of these topics and more. 


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here



Avatar Avatar

Steve Gorin Steve Trytten

September 25, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language

More Info
Avatar Avatar Avatar

Ed Morrow Jonathan Blattmachr Martin Shenkman,

September 30, 2020 1:00PM ET - 2:30PM ET ET

Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts after Kaestner and Fielding

More Info
Avatar Avatar

Steve Gorin Steve Trytten

October 1, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language - A Special Re-Broadcast

More Info
Avatar

Steve Siegel

October 2, 2020 3:00PM ET - 4:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 1

More Info
Avatar

Bob Keebler

October 02, 2020 1 PM 2:30 pm ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Colleen Flynn Alan Gassman

October 08, 2020 3:00PM ET - 4:30PM ET

Pitfalls for Employers to Avoid when Reopening or Returning Workers to the Office During COVID-19

More Info
Avatar

Steve Siegel

October 09, 2020 1:00PM ET - 2:30PM ET

Understanding S Corporations: From Cradle to Grave, Part 2

More Info
Avatar

Mark Merric

October 09, 2020 3:00PM ET - 4:30PM ET

Part 2: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar

Gary L. Flotron

October 16, 2020 3:00PM ET 4:30PM ET ET

Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

More Info
Avatar

Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

More Info