What Actually Works in Asset Protection (and What Doesn’t)
Asset protection is no longer optional—it’s expected.
But most plans fail where it matters most: under scrutiny.
In this advanced session, Wayne Zell walked WealthCounsel members through a complete, real-world framework for designing defensible asset protection strategies—from foundational trust planning to sophisticated domestic and offshore structures.
They learned how to:
Structure assets to reduce visibility and minimize exposure
Navigate the real limitations of revocable vs. irrevocable trusts
Evaluate when (and when not) to use Domestic Asset Protection Trusts (DAPTs)
Build layered protection strategies using LLCs and multiple trust types
Understand the power—and pitfalls—of Foreign Asset Protection Trusts (FAPTs)
Avoid the most common (and dangerous) mistakes around fraudulent transfers
This session goes beyond theory. You’ll gain practical insights into what actually holds up under legal pressure, how courts evaluate these structures, and how to design plans that are both effective and defensible.