Name
Session 5: Bringing it All Together - Drafting for Asset Protection
Date & Time
Tuesday, September 9, 2025, 3:45 PM - 4:45 PM
Description

To conclude the asset protection precursor, we will (1) highlight drafting options within WealthCounsel’s drafting solutions that relate to the strategies discussed and (2) engage in a panel discussion about the various ways these strategies can be combined to offer the best protection in different circumstances. Attendees will leave the session having connected the theoretical framework with our best-in-class drafting solutions and with some food for thought regarding layering different techniques to achieve optimal results for clients.