Self-settled Domestic Asset Protection Trusts known as DAPTs are a valuable tool in any planner’s toolbox. In this episode, Marty and Jonathan tackle DAPTs, addressing such issues as: Martin M.

It’s unfortunate that, in industry parlance, self-settled spendthrift trusts have come to be called “domestic asset protection trusts” (DAPTs). I say “unfortunate” because these trusts are generally ...

This year West Virginia became the 16 th state to allow so-called asset protection trusts. You stash money in one of these trusts, let it season, and thus shield it from creditors. In the current ...

People are understandably nervous about sharing personal data no matter the circumstances. That can be especially true regarding estate planning, given the existence of the recently enacted Corporate ...

There are a lot of aspects of estate planning that can make it feel daunting. To protect your beneficiaries from creditors, you should consider establishing a domestic asset protection trust or DAPT.

Many turn to domestic asset protection trusts (DAPTs) to shield their wealth, assuming they offer strong protection. However, without understanding their legal vulnerabilities, your assets may still ...

For wealth managers, a strong understanding domestic and offshore trust frameworks can contribute to client results and enhance confidence.

There’s an acronym few financial advisors are familiar with — but they absolutely should get to know. Processing Content DAPTs, the abbreviation for self-settled domestic asset protection trusts, can ...

If you are a professional, entrepreneur, investor, or family steward with meaningful personal assets, a well‑crafted Domestic Asset Protection Trust (DAPT) can help you proactively shield wealth from ...