ACTEC 2024 Mid-Atlantic Regional Meeting – Dos and Don’ts of Administering Asset Protection Trusts

Daniel Rubin will be presenting at the ACTEC 2024 Mid-Atlantic Regional Meeting on the panel “Dos and Don’ts of Administering Asset Protection Trusts.”

This presentation will focus on the use of self-settled asset protection trusts (“SSAPTs”) in the United States. The presenters will discuss their experiences with SSAPTs both from the point of view of planning and drafting, as well as administration. The goal of this presentation is not to produce an all-encompassing summary of the topic, but rather to focus on what the presenters consider to be “best practices,” based upon their experience with SSAPTs, and certain case law, since the introduction of these trusts in the United States more than a quarter-century ago in 1997.