Protect Your Assets from Creditors and Lawsuits
Whether you’re looking to protect your business interests, real estate, or personal assets, we will create a trust that provides maximum protection and flexibility
At Teewinot Legacy Planning, we understand that every client’s situation is unique. That’s why we take the time to tailor each Domestic Asset Protection Trust to meet your specific needs and goals. Whether you’re looking to protect your business interests, real estate, or personal assets, we will create a trust that provides maximum protection and flexibility.
Get StartedOur DAPTs are designed to provide robust asset protection, shielding your wealth from creditors and legal challenges.
Our DAPTs are designed to provide robust asset protection, shielding your wealth from creditors and legal challenges. We use state-of-the-art legal strategies to ensure that your assets are secure, while still allowing you to benefit from them.
Get StartedA DAPT can offer significant tax advantages, including potential reductions in estate and gift taxes.
In addition to asset protection, a DAPT can offer significant tax advantages, including potential reductions in estate and gift taxes. We work with you to incorporate tax planning strategies into your trust, ensuring that your wealth is preserved for future generations.
Get Started
Creating a Domestic Asset Protection Trust involves several key steps:
We will assist you in designing a trust that meets your specific goals and objectives. We will also assist with moving assets into the trust.
Most asset protection trusts will require a Wyoming fiduciary to serve as trustee. We will advise you on selecting a Wyoming trustee that best serves your needs.
Most of our clients want to retain control over the assets contributed to the trust. Wyoming’s flexible trust laws allow “directed trusts,” which can enable the settlor (you) to serve as the investment advisor to the trust. This will allow you to retain control over how the trust assets are managed.
Asset protection trusts are structured such that assets contributed to the trust are strongly insulated from the claims of your personal creditors.
Setting up a Domestic Asset Protection Trust with Teewinot Legacy Planning is a straightforward process:
We meet with you to discuss your goals and explain how a DAPT can benefit your estate plan.
Based on your input, we draft a trust document that reflects your wishes and provides the necessary protections.
We assist you in transferring assets into the trust, ensuring all legal requirements are met.
We provide support to help you manage your trust, including compliance, reporting, and adjustments as your situation changes.
Take the next step in protecting your assets and ensuring your wishes are honored. Contact Teewinot Legacy Planning today to schedule a free consultation and learn how aa DAPT can be an essential part of your estate plan.
PO Box 10166, Jackson, WY 83001
E. patrick@teewinotlegacyplanning.com
P. 307.395.2504
PO Box 10166, Jackson, WY 83001
patrick@teewinotlegacyplanning.com
307.395.2504
