The Swiss Annuity

Asset protection planning is a moving target. Practitioners must constantly be aware of case developments and changes in the law, which must be reflected in their plans. Nevertheless, some advisors operate by rote and give every asset protection client the same basic plan: a domestic family limited partnership (or a limited liability company) funded with the client's investments and owned primarily

Asset protection planning is a moving target. Practitioners must constantly be aware of case developments and changes in the law, which must be reflected in their plans. Nevertheless, some advisors operate by rote and give every asset protection client the same basic plan: a domestic family limited partnership (or a limited liability company) funded with the client's investments and owned primarily by the offshore asset protection trust. More thoughtful advisors employ numerous other domestic

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