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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
Episodes
Sunday Feb 18, 2024
Sunday Feb 18, 2024
Explore the complexities of "Navigating the Perils of Flee Clauses" with me. Gain insights into the benefits and potential pitfalls of flee clauses, an essential topic for those with or considering asset protection trusts. I delve into the nuances of defining events of jeopardy and duress, urging caution against generic flee clauses. Discover the importance of meticulous planning, choosing a backup jurisdiction, and onboarding a trustee in advance for effective implementation. Don't miss out on this deep dive into safeguarding your assets intelligently.
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