In this video blog, Associate Director of Education, Steve Hartnett discusses how Credit Shelter and Beneficiary Trusts include many benefits, potentially including asset protection. Learn what provides the best asset protection in such a trust.
Stephen C. Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
www.aaepa.com
Director of Education, American Academy of Estate Planning Attorneys
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- Removing Life Insurance Without Triggering the Transfer for Value Rule - June 30, 2020
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