Trusts in Asset Protection Planning — A Practical Hour for Estate Planners
In this fast-paced, pragmatic session, we cut through theory and focus on what actually works. We’ll start with the essentials of asset protection planning, then spend most of our time on how to use trusts—revocable vs. irrevocable and domestic vs. offshore—to shield client assets without derailing tax, estate, or family goals. Expect clear decision frameworks, client anecdotes, practical pointers, drafting tips, real-world pitfalls, and client-ready talking points you can use the next day.
You’ll learn how to:
- Identify when to use an irrevocable trust and how do so without a downside.
- Choose between domestic and offshore solutions: cost, creditor enforcement realities, and risk profiles.
- Deploy common structures (self-settled trusts, discretionary third-party trusts, DAPTs, trigger trusts, IDGTs, SLATs) and understand when each fits.
- Preserve access and control without blowing protection: trust protectors, trustee discretions, drafting tips, and situs/choice-of-law.
- Fund and title assets correctly; avoid the mistakes that sink protection (timing, badges of fraud, documentation).
- Coordinate trusts with LLCs, partnerships and insurance.
- Spot key tax considerations (grantor vs. non-grantor, distribution mechanics) that intersect with protection goals.
Perfect for estate planners who want practical, defensible strategies, not theory.
About Our Speaker
Jacob Stein, Esq. is a leading attorney, author and instructor specializing in international tax planning, creative business and private wealth transactions, and asset protection. Jacob has represented officers and directors of Fortune 500 companies, celebrities, high net-worth individuals, and some of the world’s most prominent families.
Jacob is the author of over 30 scholarly articles, technical manuals, and books. He was an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program and is a frequent lecturer. Jacob received his law degree from the University of Southern California, and a Master of Law in Taxation from Georgetown University.
