Webinars With Industry Experts

Asset Protection Using Domestic Trusts

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.

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