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What is a wealth protection trust?

What are the benefits of a wealth protection trust?

The benefits of a Wealth Protection Trust:

  • Probate can be avoided

  • Can limit the amount of tax on your estate

  • Can be modified very easily

  • May provide liability protection for assets


While a Wealth Protection Trust may be more of an investment than other planning tools, it provides the benefit of allowing your assets to transfer more smoothly and results in lower cost in the end. It can be a great tool for business succession.

Wealth protection trust lawyer in Naples

Similar to an asset protection trust, a wealth protection trust protects the assets you've worked hard to accumulate, and can then be passed down to your heirs. Contact Megan M. Kelly, Attorney at Law if you have questions about a Wealth Protection Trust.

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