Event by
MA FORUM OF ESTATE PLANNING ATTORNEYS
2022 Summer VIRTUAL Quarterly Meeting: The Hybrid DAPT
2022 Summer VIRTUAL Quarterly Meeting: The Hybrid DAPT
Friday, July 15, 2022 at 9:00 AM to 12:00 PM (EST)
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Topic: The Hybrid DAPT & extended roundtable discussions
Date: Friday, July 15, 2022
Time: 9:00am to 12:00pm
Venue: Zoom link to follow
Pricing: FREE for Members (be sure to LOG-IN at the top-right corner)
$50 for Non-members
Panelists (click links for bios):
Paul Bernstein of the Bernstein Law Group
Description:
The Hybrid DAPT is a cutting-edge technique that provides strong asset protection and estate tax reduction.
The Hybrid Trust is designed to provide asset protection and estate tax reduction while giving the trustmaker the opportunity to access trust assets in the future. This trust provides the protection of a non-self-settled trust for family members, with the flexibility to convert to a domestic asset protection trust should the need ever arise.
Learn how the hybrid DAPT can add flexibility while offering maximum asset protection for your clients.
This quarterly meeting will also feature an extended roundtable discussion. Learn from your peers of various experiences in an open format to discuss a range of relevant topics, identify solutions to challenges and roadblocks as a practitioner, and benefit from the collaboration of your fellow MassForum community. You can submit questions at registration, participate in (or just listen to) engaging conversations, offer feedback and suggestions of your own, and find ways to improve your practice. This is your opportunity to open up, learn from, and talk with other MassForum members and gain the insight you need for practice success.
If you have any questions to submit, please send an email to: board@maforumepa.com. We look forward to seeing you on July 15th.
-MassForum Board
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