Why is creating an international trust the best option for Asset protection? Why is a trust more beneficial when located in a foreign country? And how do you define a trust anyway? Joel Nagel answers these questions and more in this presentation.

1. Offshore Wealth Summit
June 2017
Panama City, Panama
International Trusts as Part of Your Overall
Asset Protection Strategy
by Joel Nagel, Esquire
© Copyright JMNagel 2016

2. Four questions I’d like to answer over the next
45 minutes
1. What are trusts?
2. Where did trusts come from?
3. What are the main reasons to create an
international trust and how are they superior
in protecting your wealth?
4. How are trusts used to benefit future
generations?

3. International Trusts: 101
Grantor
Trustee Beneficiary

4. The Knights Templar

5. Reasons to Create a Trust Offshore
• Foreign legal person created
• Not subject to US courts
• No limitations on duration
• Flexibility vis-à-vis the Grantor
• Access to global financial system
The Inside Scoop On Offshore Trusts

6. How does a trust protect your wealth?

7. Create a Fortress

8. Currency / Investment
Diversification

9. Hard Assets

11. Debt

12. Insurance

14. Nagel & Associates, LLC
409 Broad Street ~ Suite 204
Sewickley, Pennsylvania 15143
412-749-0500 * Nagellaw@aol.com
Joel Nagel, Esquire