Trusts can be strategically utilized to achieve different objectives, including asset protection, tax planning, succession planning, philanthropic endeavors, and commercial transactions. The use of trusts to guard and protect wealth has resulted in ever-evolving uses of the vehicle, with an increased desire to cloak trusts with a veil of secrecy. This panel considers wealth preservation generally, and other topics related to the strategic uses of trusts, including asset protection trusts, offshore trusts, jurisdictional considerations, and asset protection strategies.
Business meeting at program conclusion.