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  • Description
    Protection is the key element in designing trusts, which are perhaps one of the most powerful tools to minimize future risk to assets. But how do you best safeguard your client’s assets? What provisions should be used in drafting trusts to ensure success? How do you evaluate your client’s needs to determine the techniques that need to be implemented? This CLE course will look at the most common trust provisions as well as drafting techniques, sample language and planning considerations for the most effective results. Designed for estate planners, matrimonial attorneys, financial advisers and other trust planning professionals. The course wide variety of relevant issues including DAPT’s and hybrid DAPTs, SLATs, BDITs, discretionary and support trusts, long term trusts vs. payouts, spendthrift clauses, uses and planning implications of trust protectors and much more.
  • Instructor Bio

    Martin Shenkman

    Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

    To learn more about Marty visit his website

    Rebecca Provder

    Rebecca A. Provder is a partner in Moses & Singer’s Matrimonial and Family Law practice. Rebecca represents individuals in matrimonial and family law matters, such as divorce, equitable distribution, custody, parenting time, child support, spousal support, relocation, separation agreements, issues relating to same-sex couples, prenuptial agreements, postnuptial agreements, cohabitation agreements, and post-judgment cases.

    Rebecca endeavors from the outset to achieve a favorable settlement for clients without litigation. However, in situations where the parties are unable to reach an amicable settlement, Rebecca is a strong and passionate advocate on behalf of her clients. She is a skilled litigator who has experience handling complex financial matters and custody cases from inception to conclusion.

    Rebecca prides herself on client relations, recognizing that when people are going through a divorce it is likely one of the most difficult times they will go through. Therefore, Rebecca is extremely attentive to clients and readily available to them. She walks them through the process step-by-step, and keeps them thoroughly informed throughout their case. She takes the time to get to know her clients, which she believes leads to a better result because she has a thorough understanding of their concerns and goals.

    Rebecca is recognized as a Rising Star in the 2013 to 2016 New York Metro Super Lawyers®.

    Gideon Rothschild

    As Chair of Moses & Singer's Trusts and Estates and Asset Protection practices, Gideon Rothschild focuses on domestic and international estate planning and asset protection. He is a nationally-recognized authority on the use of offshore trusts and estate planning strategies for wealth preservation and succession planning. His practice also includes estate administration and the representation of clients in taxpayer disputes at the federal, state and local levels.

    Gideon serves high-net-worth individuals with assets ranging from $5 million to more than $1 billion. His clients include professionals, entrepreneurs, real estate developers and owners, closely-held business owners and directors of publicly-held companies.

    Gideon distinguishes himself from many of his peers in that his estate planning recommendations are integrated with asset protection objectives. By educating his clients on the non-tax benefits available with trusts and other vehicles and how they can be drafted in a flexible manner, his clients can achieve both tax savings and wealth preservation. Such benefits include protection from divorce, creditors or litigation exposure.

    Gideon is a former Chair of the ABA's Real Property Trust & Estate Law Section, a Fellow of the American College of Trust & Estate Counsel, an Academician of the International Academy of Estate & Trust Lawyers and a Vice-Chair of the Society of Trust & Estate Practitioners (STEP) - US Region.

    Clients describe Gideon as "one of the top asset protection attorneys in the country" and is regarded by peers as "a leading authority on asset protection." Since 2006, Gideon has been listed in New York Super Lawyers®, appearing as one of the "Top 100 New York Super Lawyers" - the only Trusts and Estates lawyer who received the highest point totals in the New York Metro area. He's consecutively ranked in Chambers USA each year while the directory acknowledges him as "a very accomplished attorney" who is "preeminent in the trusts and estates field." Gideon has been peer-recognized by Best Lawyers in America for over 10 years. He further has the distinction of being an AV® Preeminent™ Rated lawyer and one of New York's Top Rated Lawyers in his field by Martindale-Hubbell.