Concerned that a child or grandchild might lose an inheritance to divorce or a lawsuit? There are techniques that can be used to protect lifetime trusts and transfers and transfers under your will.
Often referred to as Beneficiary Controlled Trusts, or testamentary asset protection trusts, these vehicles can give an heir control over assets without ownership of the assets. In this way, they can often be protected from taxation, from lawsuits, and from divorces. Learn more in this video or call 610-933-8069 or email dfrees@utbf.com and ask for David Frees’ article on protecting your heirs from lawsuits and divorce.
David M. Frees III, Esquire
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