ASSET PROTECTION & ESTATE PLANNING
WHY NOT HAVE BOTH?
  
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Presented to:

The Florida Bar Annual Tax Section
Tax Planning that Increases the Inheritance
Hallandale Beach, Florida
May 16, 2008

* Materials Supplemented through May 6, 2008.

Introduction

Neither asset protection planning nor estate planning should be viewed as a discipline unto itself. In today’s litigious environment, practitioners should consider combining asset protection planning with each estate plan prepared for a client. After all, if our clients’ assets are lost to a catastrophic judgment, even the most sophisticated estate planning techniques are likely to be worthless.

2008 Asset Protection & Estate Planning -
Why Not Have Both?

(Updated through May 6, 2008)

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