Should I set up a family trust? For many of our clients, the answer is yes — and for the right reasons, it makes a lot of sense. While a big tax benefit has been removed, the main reasons for trusts still hold strong. 1️⃣ Asset protection: if structured correctly, a trust can move assets out of your personal name, protecting them if you’re ever held personally liable. 2️⃣ Supporting beneficiaries: trusts are powerful for retirement and estate planning, helping secure assets for the next generati

When to Use the Domestic Asset Protection Trust (DAPT) | Mark J. Kohler

Cook Islands Trusts: A Comprehensive Guide