Understanding the Confusing but useful Intentionally Defective Grantor Trust (IDGT) IDGTs can be useful in financial planning for those who: want to protect their homes from creditors want a solution to the problem of selling highly appreciated assets want to move assets out of an estate in a gift and estate tax favorable manner want to purchase life insurance in an estate plan in a gift and...
Using the IDGT (Intentionally Defective Grantor Trusts) to Protect Your Personal Residence. As you know if you’ve been reading my newsletters for any amount of time, I believe that NO estate or financial plan can be complete if they do not incorporate asset protection. One of the most difficult assets to help our clients protect is their personal residence. It is also usually one of the...
Are You Being Sued? Inside Secrets to Asset Protection: The ULTRA TRUST® The Best Domestic Asset Protection Without the Risks of Going Offshore ARE YOU WORRIED ABOUT GETTING SUED? HAS YOUR LAWYER TOLD YOU CANNOT DO ANYTHING BECAUSE OF FRAUDULENT CONVEYANCE? Learn from an Asset Protection Expert from the School of Hard Knocks: Has Your Lawyer Told You that It’s Too Late to Do...
