Appropriate asset protection with Steve Oshins and Randy Zipse

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Manage episode 209750838 series 2082338
By Global Atlantic Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Steve Oshins, Esq., AEP (Distinguished) is an NAECP Hall of Fame® inductee and a specialist in the area of asset protection. While tax laws change, asset protection is always a relevant topic. Would you know when to refer your clients to a specialist like Steve? Are you familiar with Domestic Asset Protection Trusts and how various state statutes affect the type of trusts that can be established? Listen in as Steve and Randy discuss general background on asset protection trusts and how they can serve to appropriately insulate wealth.

17 episodes