PRT® Legal Support

A full range of proven structures for safeguarding assets, zeroing out estate taxes, and reducing income taxes. Complete trusts and individual provisions … from simple living trust modifications to sophisticated international asset protection structures … will broaden and strengthen the options you present to clients. Each structure diagrammed and explained, with supporting law, tax considerations, case studies, and pattern clauses.

The living trust has become almost mandatory in estate planning, but it is frequently offered without any thought to safeguarding the inheritance. However, children’s inheritances in a living trust can be readily protected from creditors if it is made discretionary or includes shifting language.