Asset protection strategies continue to be a key issue for advisers and their customers.
Simplistically, asset protection can be as basic as moving assets out of the personal name of at risk individuals – an approach that can always deliver results; as long as tax and duty consequences are ignored.
Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection situations where transaction costs are prohibitive.
Particularly in the estate planning arena however gift and loan back arrangements have been the subject of ongoing controversy.
In this webinar, get the inside story in this space, on topics such as:
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Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning
Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)
