1st Annual Dynasty Trust State Rankings Chart Released

Nationally known estate planning and asset protection attorney Steve Oshins recently published a Dynasty Trust State Rankings Chart at http://www.oshins.com/images/Dynasty_Trust_Rankings.pdf.  Like his annual Domestic Asset Protection Trust State Rankings Chart at http://www.oshins.com/images/DAPT_Rankings.pdf, the Dynasty Trust Chart breaks down the material differences among the leading trust jurisdictions so the end-user can make an informed decision when […]

In Case You Missed It…The Trust Advisor Is Hosting a Second Webinar on Asset Protection Trusts

A little over a week ago, Provident Trust Group presented at a webinar hosted by The Trust Advisor, entitled “Strategies for Sheltering Wealth Using Asset Protection Trusts.”  Due to popular demand, The Trust Advisor will be hosting this same webinar, again, on Thursday, June 28, 2012, from 2:00pm – 3:00pm ET.  Provident is very pleased […]

Virginia Enters the Asset Protection Arena

On April 4, 2012, Governor McDonnell signed into law Senate Bill 11, which added sections 55-545.03:2 and 55-545.03:3 to the Code of Virginia, thereby allowing self-settled spendthrift trusts to be established in Virginia.  Effective July 1, 2012, Virginia joins the ranks of other domestic asset protection trust states, including Nevada, South Dakota, Alaska, Delaware, Hawaii, […]

3rd Annual DAPT State Rankings Chart Released

Each year, nationally known estate planning and asset protection attorney Steve Oshins publishes a chart ranking the various states that allow self-settled spendthrift trusts.  Recently, he released the 3rd Annual Domestic Asset Protection Trust State Rankings Chart, which, notably, for the first time since the chart’s inception, assigns numerical rankings to each state. This latest […]

Provident Presenting at The Trust Advisor’s Webinar on Asset Protection Trusts

The Trust Advisor will be hosting a 60-minute webinar, entitled “Strategies for Sheltering Wealth Using Asset Protection Trusts.”  The webinar will examine uses and advantages of domestic asset protection trusts (“DAPTs”) as well as key differences between the states that allow them.  In particular, the webinar agenda will include a discussion of: several asset protection […]