In This Issue:

- Unintended consequences: After divorce, review your

estate plan to avoid surprises

- Protecting your real estate assets

- How will the GST tax affect your estate plan?

- Estate Planning Pitfall: You own property outside your revocable trust

- Excerpt from Protecting your real estate assets:

Estate planning and asset protection go hand in hand. After all, planning for the distribution of wealth is useless if you have no wealth to distribute.

But, asset protection for real estate is particularly challenging, because it’s the only asset that can’t be moved. Many asset protection strategies involve relocating assets to domestic or foreign jurisdictions that offer greater creditor protection. But unlike other assets — such as cash, bank and brokerage accounts, stocks and bonds, cars, boats, jewelry, art and other collectibles — real estate can’t be removed from the jurisdiction in which it’s located. Let’s take a closer look at several strategies for protecting your real estate assets.

Please see full publication below for more information.

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Topics:  Community Property, Divorce, GST, Homestead Exemption, Inter Vivos Gifts, Irrevocable Life Insurance Trusts, Marital Assets, Property Owners, Property Ownership, QTIP Trusts, Real Estate Investments, Tax Planning

Published In: Family Law Updates, Commercial Real Estate Updates, Residential Real Estate Updates, Tax Updates, Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Adler Pollock & Sheehan P.C. | Attorney Advertising

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