Trusts & Estates
Case Studies in Asset Protection, Part 2: Bloodline Protection
Asset protection planning is a growing concern for many clients—and not just for the ultra-wealthy. Here's why:
• Divorce rates in the U.S. over 50%;
• Clients concerned about bloodline protection;
• More lawsuits;
• Special concerns in “high risk” occupations
• Perceived “deep pockets” – the higher the wealth, the bigger the target.
Asset protection planning should be part of your practice and can open new opportunities with clients. Part 2 of our 6-part series, "Case Studies in Asset Protection" explores various strategies to address client concerns about bloodline protection.
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