Domestic Asset Protection Trusts (DAPTs) and Special Power of Appointment Trusts (SPATs)

Written By Lorri Zell

Thursday, September 4 10:15 AM – 11:15 AM EDT

Agenda:

Advanced estate planning is especially important for HNW and UHNW clients in the current planning environment, with changing tax laws and economic uncertainty. Domestic Asset Protection Trusts (DAPTs) and Special Power of Appointment Trusts (SPATs) are useful in protecting assets from creditors, minimizing estate and gift taxes, and allowing flexibility in accessing assets. This program will include case studies and practical applications for using these two trusts effectively, avoiding common pitfalls and maximizing protection, and understanding the tax and legal considerations involved.

Learning Objectives:

1. Understand the key features and benefits of DAPTs and SPATs, as well as their risks and limitations.
2. Recognize best practices for the drafting of each type of trust.
3. Learn to compare and contrast DAPTs and SPATs for client applications.

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Wayne Zell, Managing Member & CEO
Wayne Zell, Managing Member & CEO

Wayne Zell, founder of Zell Law, is recognized as one of the leading law firms nationwide and in the D.C. metropolitan area. We provide top-quality legal counsel supported by highly skilled legal professionals. As our client, you can expect clarity, practical solutions, and trust when dealing with your most sensitive legal matters.

Serving Northern Virginia, Maryland, DC Metro Area, and Nationwide.

Lorri Zell
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