Self-settled asset protection trusts have become an increasingly important planning tool for attorneys representing high-net-worth clients seeking to mitigate creditor risk while preserving long-term wealth. This CLE program examines the legal authority governing these trusts, including jurisdictional requirements, trust design considerations, and the practical issues attorneys must evaluate when determining whether a self-settled trust is an appropriate planning strategy.

Attendees will learn how to advise clients on the advantages and limitations of self-settled asset protection trusts, integrate these trusts into broader estate and wealth transfer plans, and identify potential legal, tax, and ethical considerations that may arise during implementation. The program will also explore current planning strategies, drafting considerations, and emerging developments that estate planning practitioners should understand when counseling clients on asset protection and wealth preservation.