WEPC Meeting "Creditor Protection and Trusts"

Date: Friday, April 15, 2016
Time: 7:30am - 9:00am
Location: Primo Italian Restaurant
Speaker: Sarah Robinson

“For many of our clients, protecting their assets from creditors – either their own creditors or their beneficiaries’ creditors – is a top priority.  Trusts and entities can be highly-effective estate planning tools for shielding assets from current and potential creditors. This presentation covers the creditor-protection aspects of third party-settled trusts, self-settled trusts and limited liability companies, while exploring creative estate planning solutions to our clients’ concerns.  Our discussion will focus on the statutory and common law in Wisconsin while also considering alternative jurisdictions. ”


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