Asset Protection: Keeping It All In The Family

Society Of Trust and Estate Practitioners (STEP)

June 24, 2015

Gideon Rothschild

Chernoff Diamond & Co., LLC
725 RXR Plaza, East Tower, 7th Fl.
Uniondale, NY 11556

Today’s estate planning professionals are continually confronted with challenges. No longer is asset protection limited to offshore strategies. Many states have now enacted legislation providing for creditor protection of self-settled trusts. Understanding the differences between domestic and foreign jurisdictions and when to use each; using third party trusts; challenges against self-settled trusts and tax reporting requirements of foreign trusts; using self-settled trusts to make completed gift transfers . This month STEP will host, a leading authority on asset protection, Gideon Rothschild.

Robert Fusaro

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