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 ...

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 ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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 ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

A recent article explores the efficacy of offshore trusts in protecting the assets of debtors, Go Directly To Jail, Do Not Collect $200! Do Asset Protection Trusts Carry A Mandatory "Go To Jail" Card?

Many retirees go to nursing homes as their needs increase, creating a dilemma for protecting their wealth. A revocable trust ...

When creating an estate plan, many people write a will. But a will won’t provide the same protection as setting up a trust. Unlike wills, trusts offer control and protection for those who hold assets ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and ...

Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...

For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth ...

For over 30 years, the Cook Islands has been the gold standard for asset protection trusts. This remote South Pacific nation offers ironclad protection for wealth and investments that is simply ...