In an increasingly litigious society, asset protection planning has become a significant requirement of many clients. In this three-hour, June 22, 2022 program, Daniel S. Rubin, Esquire, a partner in the New York firm of Farrell Fritz, P.C., discusses implementation of various planning techniques intended to place assets beyond the reach of potential future creditors. He provides a comprehensive explanation, including many practical suggestions and warnings.

Mr. Rubin’s practice concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters.

Major topics include:
Definitions and terms
Ideal candidates
Voidable transactions and transfers
Use of entities
- corporate forms
- LPs; LLCs
Use of tenancies Exemption planning
Use of trusts
- spendthrift trusts
- discretionary trusts
Self-settled spendthrift (aka asset protection) trusts
- domestic; foreign
- tax treatment and reporting
Validation of asset protection trusts
More


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