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Domestic Asset Protection Strategies for Trust and Estate Planners

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Though asset protection planning often seems to be the province of off-shore trusts available to only a limited range of clients, in fact asset protection planning utilizes a wide range of domestic planning vehicles, tools, and techniques that are of great value to many clients.

Exemption planning allows clients to preserve real estate and other forms of property against claims of creditors and tort claimants. Retirement plans, annuity and insurance contracts, properly structured and held, also provide creative solutions to protect assets.

Each of these vehicles and techniques comes with risks that must be carefully explored, explained and hedged.

This program provides a practical guide to utilizing domestic asset protection techniques to achieve client goals in trust and estate planning.

  • Asset protection with self-settled trusts, single member LLCs, and other entities
  • Use of retirement fund accounts and plans to shield assets
  • Strategies using annuity and insurance products to preserve assets
  • Planning to maximize "exempt" assets under federal & state bankruptcy and creditor laws
  • Risks and penalties if certain transfers are deemed fraudulent conveyances

Tuesday, July 11, 2023
1:00–2:00 PM


  • Jonathan E. Gopman, Akerman LLP, Naples, FL

July 11, 2023

North Carolina: 1.00 MCLE Hour

See pricing below.