Ethical Considerations in Asset Protection Planning

Patricia Donlevy-Rosen has published her article, Ethical Issues in Asset Protection Planning. The introduction reads as follows:

Today’s clients are concerned with safeguarding their wealth during their lifetime.  This concern for lifetime asset protection planning (APP)1 goes beyond the traditional estate planning focus on minimizing estate and inheritance taxes, avoiding probate and providing for heirs.  Consequently, estate planners are expected to have a working knowledge of available asset protection strategies, including the use of asset protection trusts (APTs).  However, many practitioners avoid APP or try to dissuade their clients from using APTs, fearing that APP is unethical. That fear is usually based on a lack of knowledge of the area.

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Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.