As litigation exposure, creditor concerns, and wealth preservation objectives continue to shape estate planning strategies, self-settled asset protection trusts have become an increasingly valuable tool for high-net-worth and ultra-high-net-worth clients. This CLE program will examine the legal framework underlying these trusts, including key jurisdictional considerations, trust design features, and practical implementation issues.

Attendees will gain an understanding of when a self-settled asset protection trust may be appropriate, how these trusts can be integrated into a broader estate planning strategy, and the opportunities they present for both asset protection and tax planning. The session will also explore current planning techniques that leverage self-settled trusts to enhance flexibility, preserve wealth across generations, and address evolving transfer tax considerations.