Risk Management & Asset Protection - Nicholls State University

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Irrevocable Trusts‣ Irrevocable Trusts‣Qualified Personal Residence Trust (QPRT)- Low <strong>Asset</strong> Value/Higher Interest Rates‣Intentional Defective Irrevocable Trust (IDIT) &Grantor Retained Annuity Trusts (GRAT)- Low <strong>Asset</strong> Value/Lower Interest Rates- Caveat: “Zeroed Out” GRATS‣ Irrevocable Life Insurance Trust (ILIT)- Protects Death Benefit from Creditors
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Page 1: Risk Management&Asset ProtectionGle
Page 4 and 5: Before We Move On,A Quick Quiz‣Do
Page 6 and 7: Beware the Popular Press‣Books, n
Page 8 and 9: Why You NeedAsset Protection‣ Tra
Page 10 and 11: Asset Protection Asa “Sliding Sca
Page 12 and 13: Why Own a SmallInsurance Company?
Page 14 and 15: How NOT toStructure BusinessBusines
Page 16 and 17: Limited Partnerships& LLCs are Key
Page 18 and 19: How to Use LLC’sfor Business Asse
Page 20 and 21: Riskiest, Overlooked Asset‣ Recei
Page 22 and 23: SegregateMultiple OperationsBusines
Page 24 and 25: How to Use LLC’sfor Personal Asse
Page 26 and 27: Protecting Your Home‣ Not in LLC/
Page 28 and 29: Equity In Real Estate -A Creditor
Page 32 and 33: The ComprehensiveAsset Protection P
Page 34 and 35: Next Steps - ContactContact your lo

Risk Management & Asset Protection - Nicholls State University

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