Asset Protection Using Domestic Trusts

Asset Protection Using Domestic Trusts
Gideon Rothschild
10/22/10 4 PM EST
IWI
Program Id: 596452873
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If you're helping clients invest without helping protect their assets from lawsuits, creditors, or divorce, you're not doing your job. Domestic trusts provide an easy, effective way to protect client assets and can also be effective to transfer wealth.

In this webinar, you'll learn

  • The benefits of trusts
  • Third-party trusts vs. self-settled trusts
  • Key differences between domestic and foreign trusts
  • Revocable vs. irrevocable trusts
  • Estate planning with self-settled trusts

Guest speaker Gideon Rothschild is a partner with the New York City law firm of Moses & Singer LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and foreign trusts. Rothschild is a licensed Certified Public Accountant, a fellow of the American College Of Trust And Estate Counsel, a recipient of the prestigious Distinguished Estate Planner award from the National Association of Estate Planners and Councils, and is listed in Chambers USA, Best Lawyers in America, New York Superlawyers and Worth’s Top 100 Lawyers.

This webinar is eligible for IMCA® CE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Asset Protection

Good Update

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very comprehensive review of asset protection optins

Extremely well thought out description of asset protection challenges and techniques delivered in a very efficient manner with many examples

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(Updated: October 21, 2010)
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Gideon is an outstanding presenter; extremely informative, articulate, and easy to understand

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(Updated: October 21, 2010)
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This was an excellent webinar. I could have listened to him all day. We should have a webinar with Gideon just to answer questions that are sent in. No formal presentation is necessary. That's how good he is!

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(Updated: October 21, 2010)
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Outstanding. With the 2009 & 2010 webinars, one can begin to feel very confortable to discuss these vital topics

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