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Asset Protection Planning
Formation of an APT
An Asset Protective Trust should be
implemented during your life by engaging the services of a qualified
trust and tax specialist attorney.
- You will need to make decisions as to who
will be beneficiary(s) of the trust and what distribution rights
the beneficiary(s) will be given.
- Determine who will have control of the trust
during your lifetime in order to make all investment decisions
concerning the assets of the trust.
- Choose who will succeed you as trustee
of the trust upon your passing and how, how much, and for what purposes
distributions to the beneficiaries are to be made.
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