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.
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