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Asset Protection Trusts

An asset protection trust can include any form of a trust that may be set up to alleviate the burdens of taxes, divorce, etc.

With malpractice and liability insurance costs so high — and lawsuits so common — some people have turned to offshore asset protection trusts as a way to protect their assets and still keep some control. Recently, several states — including Alaska, Delaware, and Utah — have changed their laws and now allow similar trusts here in the United States. Those who are at a higher risk and may need this kind of asset protection include lawyers, doctors, architects, entrepreneurs, contractors, property developers, and accountants.

For more information or to schedule an appointment with a Trust & Investment Management Officer, contact us.

CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.