If you weren’t able to join us for our recent webinar on Wednesday, December 15, 2021, you can now watch the full recording of this webinar presentation that considers asset protection in the context of trust planning.

During the webinar, David A. Warren – Co-Founder/Chairman of Bridgeford Trust Company – and Helmer W. Arizmendy – President of Bridgeford International – explored the definition of a self-settled asset protection trust and how to best utilize this type of trust, including specific uses in the wealth planning process. David and Helmer also examined the importance of selecting the proper trust jurisdiction for optimal protection and flexibility.

During this webinar, our presenters:

  • Discussed factors that make certain asset protection statutes better than others.
  • Compared asset protection statutes/jurisdictions across the country.
  • Considered recent case law that addressed domestic asset protection.
  • Explored whether this is a fiduciary duty on the part of trustees to move trusts into a more favorable asset protection jurisdiction to protect trust assets.

You can download a copy of the slides by clicking here.

We hope that you enjoy the full recording of the presentation, and if you have any questions regarding the material covered in this webinar, please contact us via our contact page.