Oct. 19, 2021—Asset protection planning is an important part of financial and estate planning. Certain personal trusts can be used to help safeguard your assets from future creditors and frivolous lawsuits, while other trust structures can be used to help protect your wealth for future generations. In today’s podcast, Jeff Wolken, national director of Delaware Trust Planning, discusses several key measures you can take to help keep your assets safe.
Oct. 5, 2021—If you wish to retain more control over the assets you place in trust, a Delaware directed trust is one possible solution. The state’s distinctive trust law allows you to create a personal trust where you—or advisors named by you—direct the trustee’s actions.
August 10, 2021—Those who live in a high-tax state could benefit from the use of a Delaware incomplete-gift non-grantor (DING) trust. It’s an attractive technique that may reduce or potentially eliminate state income taxes on capital gains occurring inside the trust. In today’s podcast, National Director of Delaware Trust Planning Jeff Wolken discusses a tax-smart planning opportunity through the strategic use of the DING trust.