Self-Settled Trusts After Wacker

Accreditation Wreath Icon AL
SKU: EST9900
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

With a focus on the high rate of temporary estate tax exemptions, this informative CLE course will explain why Domestic Asset Protection Trusts (DAPT’s) are a critical planning tool and how they can be used to increase early use of exemptions. The course will explore the logic begins such use for income and estate tax purposes in today’s planning environment. Using the Toni 1 Trust v. Wacker case as an example, the course will explain available options such as solvency affidavits and searches as well as tips for planning such as structuring trusts to provide increased protections.

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