On January 27 at the 2010 Heckerling Institute on Estate Planning, Gideon Rothschild presented a session on asset protection planning as part of the Institute's Fundamentals Program. Rothschild highlighted the importance of asset protection for a variety of clients and also stressed the need to fully vet clients before establishing an asset protection program in order to avoid any contribution to a "fraudulent transfer" of assets that could violate civil or criminal law. Rothschild also discussed foreign and domestic trusts at length.
See also the American Bar Association's Heckerling Institute reports.
Posted by Jenny Robertson, Associate Editor, Wealth Strategies Journal.
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