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Asset Protection: Using Trusts in New York - DVD or CD - Monday, October 28, 2019

$120.00 each


The purpose of this course is to help you implement strategies using New York trusts as a means of protecting assets. Since the federal estate tax exemption has changed the focus of estate planning, new approaches are needed to minimize state estate taxes; minimize current and future income taxes; and protect assets from future and unexpected creditors. Learn how to establish an effective asset protection strategy by re-organizing the ownership of a clients’ assets, through the use of trusts designed to dovetail with the client’s estate plan.


Faculty: David DePinto, Esq. DePinto Law, LLP


MCLE Credit: 3 Professional Practice ; Transitional & Non-Transitional