New Delaware DAPT Case and Asset Protection Planning Webinar

In a recent Delaware asset protection case, In Re CES 2007 Trust, a self-settled domestic asset protection trust (DAPT) was upheld. The settlor had some foot faults in the administration of the trust and the trust owned other entities, but neither of those facts were fatal to the positive result. The court upheld the DAPT even though the settlor served as the trust’s investment advisor and as manager of real estate LLCs owned by the trust. This program will review the recent Delaware case and evaluate its import to asset protection planning generally. The speakers will analyze the facts in the case and make specific recommendations to practitioners as to how to implement similar plans in the future. Speakers: Martin Shenkman, Jonathan G. Blatttmachr, Alan S. Gassman, and Abigail O’Connor