Asset Protection Planning with Personal Trusts

Jeffrey C. Wolken |
Emerald GEMs

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.

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Using a DING Trust to Reduce State Income Tax

Jeffrey C. Wolken |
Emerald GEMs

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.

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