SlideShare a Scribd company logo
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
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?
International Trusts: 101
Grantor
Trustee Beneficiary
The Knights Templar
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
How does a trust protect your wealth?
Create a Fortress
Currency / Investment
Diversification
Hard Assets
Debt
Insurance
Nagel & Associates, LLC
409 Broad Street ~ Suite 204
Sewickley, Pennsylvania 15143
412-749-0500 * Nagellaw@aol.com
Joel Nagel, Esquire

More Related Content

Similar to International Trusts as Part of Your Overall Asset Protection Strategy

Real Estate Roundtable Presentation - Cary White, NFP
Real Estate Roundtable Presentation - Cary White, NFPReal Estate Roundtable Presentation - Cary White, NFP
Real Estate Roundtable Presentation - Cary White, NFP
Cary W. White, OCIP Expert
 
Equity Trust Company Scam & Fraud Awareness
Equity Trust Company Scam & Fraud AwarenessEquity Trust Company Scam & Fraud Awareness
Equity Trust Company Scam & Fraud Awareness
Equity Trust Company
 
Realty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUE
Realty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUERealty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUE
Realty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUE
Realty411 Magazine for Real Estate Investors
 
Privilege and Proprietary Information in the Digital Age
Privilege and Proprietary Information in the Digital AgePrivilege and Proprietary Information in the Digital Age
Privilege and Proprietary Information in the Digital Age
NICSA
 
InProved marketing presentation - sep 2016
InProved marketing presentation - sep 2016InProved marketing presentation - sep 2016
InProved marketing presentation - sep 2016
Huanfong (Johnson) Koh
 
Career Opportunities The Investors Group Advantage
Career Opportunities  The Investors Group AdvantageCareer Opportunities  The Investors Group Advantage
Career Opportunities The Investors Group Advantage
saidae1
 
RIA Document
RIA DocumentRIA Document
CGE-Managed-Acct_Design-V8
CGE-Managed-Acct_Design-V8CGE-Managed-Acct_Design-V8
CGE-Managed-Acct_Design-V8
Mark Hanna
 
Crowdfunding Applications of the Future
Crowdfunding Applications of the FutureCrowdfunding Applications of the Future
Crowdfunding Applications of the Future
Crowdsourcing Week
 
Building Retirement Income
Building Retirement IncomeBuilding Retirement Income
Building Retirement Income
DahnnaCee
 
New Realty411 Magazine
New Realty411 MagazineNew Realty411 Magazine
The New Annuity
The New AnnuityThe New Annuity
The New Annuity
Phillip Wasserman
 
3 Secrets Of The Wealthy
3 Secrets Of The Wealthy3 Secrets Of The Wealthy
3 Secrets Of The Wealthy
Brian Bogaert
 
[ACA webinar] Investor Experiences with Online Equity Platforms
[ACA webinar] Investor Experiences with Online Equity Platforms[ACA webinar] Investor Experiences with Online Equity Platforms
[ACA webinar] Investor Experiences with Online Equity Platforms
OurCrowd
 
iri-older-investors-summit-final-program
iri-older-investors-summit-final-programiri-older-investors-summit-final-program
iri-older-investors-summit-final-program
Tim Keeton, CRCMP?
 
Thought of the Week - Concentrated Holdings have no place in a Portfolio
Thought of the Week - Concentrated Holdings have no place in a PortfolioThought of the Week - Concentrated Holdings have no place in a Portfolio
Thought of the Week - Concentrated Holdings have no place in a Portfolio
theretirementengineer
 
India to america hotel investment program for eb 5 permanent residency greenc...
India to america hotel investment program for eb 5 permanent residency greenc...India to america hotel investment program for eb 5 permanent residency greenc...
India to america hotel investment program for eb 5 permanent residency greenc...
jvelie
 
Estate Planning - Trust Basics
Estate Planning - Trust BasicsEstate Planning - Trust Basics
Estate Planning - Trust Basics
Steve P. Mendel
 
Essay On Public Schools Are Better Than Private Schools
Essay On Public Schools Are Better Than Private SchoolsEssay On Public Schools Are Better Than Private Schools
Essay On Public Schools Are Better Than Private Schools
Sonya Pope
 
Fnjn investor 020115 final
Fnjn investor 020115 finalFnjn investor 020115 final
Fnjn investor 020115 final
Michael Noonan
 

Similar to International Trusts as Part of Your Overall Asset Protection Strategy (20)

Real Estate Roundtable Presentation - Cary White, NFP
Real Estate Roundtable Presentation - Cary White, NFPReal Estate Roundtable Presentation - Cary White, NFP
Real Estate Roundtable Presentation - Cary White, NFP
 
Equity Trust Company Scam & Fraud Awareness
Equity Trust Company Scam & Fraud AwarenessEquity Trust Company Scam & Fraud Awareness
Equity Trust Company Scam & Fraud Awareness
 
Realty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUE
Realty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUERealty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUE
Realty411 Featuring Tom Wilson from Wilson Investment Properties - DRAFT ISSUE
 
Privilege and Proprietary Information in the Digital Age
Privilege and Proprietary Information in the Digital AgePrivilege and Proprietary Information in the Digital Age
Privilege and Proprietary Information in the Digital Age
 
InProved marketing presentation - sep 2016
InProved marketing presentation - sep 2016InProved marketing presentation - sep 2016
InProved marketing presentation - sep 2016
 
Career Opportunities The Investors Group Advantage
Career Opportunities  The Investors Group AdvantageCareer Opportunities  The Investors Group Advantage
Career Opportunities The Investors Group Advantage
 
RIA Document
RIA DocumentRIA Document
RIA Document
 
CGE-Managed-Acct_Design-V8
CGE-Managed-Acct_Design-V8CGE-Managed-Acct_Design-V8
CGE-Managed-Acct_Design-V8
 
Crowdfunding Applications of the Future
Crowdfunding Applications of the FutureCrowdfunding Applications of the Future
Crowdfunding Applications of the Future
 
Building Retirement Income
Building Retirement IncomeBuilding Retirement Income
Building Retirement Income
 
New Realty411 Magazine
New Realty411 MagazineNew Realty411 Magazine
New Realty411 Magazine
 
The New Annuity
The New AnnuityThe New Annuity
The New Annuity
 
3 Secrets Of The Wealthy
3 Secrets Of The Wealthy3 Secrets Of The Wealthy
3 Secrets Of The Wealthy
 
[ACA webinar] Investor Experiences with Online Equity Platforms
[ACA webinar] Investor Experiences with Online Equity Platforms[ACA webinar] Investor Experiences with Online Equity Platforms
[ACA webinar] Investor Experiences with Online Equity Platforms
 
iri-older-investors-summit-final-program
iri-older-investors-summit-final-programiri-older-investors-summit-final-program
iri-older-investors-summit-final-program
 
Thought of the Week - Concentrated Holdings have no place in a Portfolio
Thought of the Week - Concentrated Holdings have no place in a PortfolioThought of the Week - Concentrated Holdings have no place in a Portfolio
Thought of the Week - Concentrated Holdings have no place in a Portfolio
 
India to america hotel investment program for eb 5 permanent residency greenc...
India to america hotel investment program for eb 5 permanent residency greenc...India to america hotel investment program for eb 5 permanent residency greenc...
India to america hotel investment program for eb 5 permanent residency greenc...
 
Estate Planning - Trust Basics
Estate Planning - Trust BasicsEstate Planning - Trust Basics
Estate Planning - Trust Basics
 
Essay On Public Schools Are Better Than Private Schools
Essay On Public Schools Are Better Than Private SchoolsEssay On Public Schools Are Better Than Private Schools
Essay On Public Schools Are Better Than Private Schools
 
Fnjn investor 020115 final
Fnjn investor 020115 finalFnjn investor 020115 final
Fnjn investor 020115 final
 

Recently uploaded

Cyberagent_For New Investors_EN_240424.pdf
Cyberagent_For New Investors_EN_240424.pdfCyberagent_For New Investors_EN_240424.pdf
Cyberagent_For New Investors_EN_240424.pdf
CyberAgent, Inc.
 
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdf
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdfZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdf
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdf
SOFTTECHHUB
 
Methanex Investor Presentation - April 2024
Methanex Investor Presentation - April 2024Methanex Investor Presentation - April 2024
Methanex Investor Presentation - April 2024
Methanex Corporation
 
Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024
Osisko Gold Royalties Ltd
 
Collective Mining | Corporate Presentation - June 2024
Collective Mining  | Corporate Presentation - June 2024Collective Mining  | Corporate Presentation - June 2024
Collective Mining | Corporate Presentation - June 2024
CollectiveMining1
 
Cove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdf
Cove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdfCove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdf
Cove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdf
kboyd6
 
Mandalay Resouces June 2024 Investor Relations PPT
Mandalay Resouces June 2024 Investor Relations PPTMandalay Resouces June 2024 Investor Relations PPT
Mandalay Resouces June 2024 Investor Relations PPT
MandalayResources
 
mba project CRED.docx report for students final year
mba project CRED.docx report for students final yearmba project CRED.docx report for students final year
mba project CRED.docx report for students final year
JyothisaiBhavya4
 
一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理
一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理
一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理
nupyb
 
Cleades robinson:The Diplomat is Blue
Cleades robinson:The Diplomat is BlueCleades robinson:The Diplomat is Blue
Cleades robinson:The Diplomat is Blue
Cleades Robinson
 
快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样
快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样
快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样
f3wjr2q2
 
UnityNet World Environment Day Abraham Project 2024 Press Release
UnityNet World Environment Day Abraham Project 2024 Press ReleaseUnityNet World Environment Day Abraham Project 2024 Press Release
UnityNet World Environment Day Abraham Project 2024 Press Release
LHelferty
 
Corporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdfCorporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdf
Probe Gold
 
AGM Presentation Probe June 11 Final.pdf
AGM Presentation Probe June 11 Final.pdfAGM Presentation Probe June 11 Final.pdf
AGM Presentation Probe June 11 Final.pdf
Probe Gold
 

Recently uploaded (14)

Cyberagent_For New Investors_EN_240424.pdf
Cyberagent_For New Investors_EN_240424.pdfCyberagent_For New Investors_EN_240424.pdf
Cyberagent_For New Investors_EN_240424.pdf
 
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdf
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdfZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdf
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdf
 
Methanex Investor Presentation - April 2024
Methanex Investor Presentation - April 2024Methanex Investor Presentation - April 2024
Methanex Investor Presentation - April 2024
 
Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, June 12, 2024
 
Collective Mining | Corporate Presentation - June 2024
Collective Mining  | Corporate Presentation - June 2024Collective Mining  | Corporate Presentation - June 2024
Collective Mining | Corporate Presentation - June 2024
 
Cove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdf
Cove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdfCove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdf
Cove Multifamily Income Fund 28 LLC IOI 3.3.2021 (1).pdf
 
Mandalay Resouces June 2024 Investor Relations PPT
Mandalay Resouces June 2024 Investor Relations PPTMandalay Resouces June 2024 Investor Relations PPT
Mandalay Resouces June 2024 Investor Relations PPT
 
mba project CRED.docx report for students final year
mba project CRED.docx report for students final yearmba project CRED.docx report for students final year
mba project CRED.docx report for students final year
 
一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理
一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理
一比一原版(UAL毕业证)伦敦艺术大学毕业证如何办理
 
Cleades robinson:The Diplomat is Blue
Cleades robinson:The Diplomat is BlueCleades robinson:The Diplomat is Blue
Cleades robinson:The Diplomat is Blue
 
快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样
快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样
快速办理(CUBoulder毕业证书)科罗拉多大学博尔德分校毕业证录取通知书一模一样
 
UnityNet World Environment Day Abraham Project 2024 Press Release
UnityNet World Environment Day Abraham Project 2024 Press ReleaseUnityNet World Environment Day Abraham Project 2024 Press Release
UnityNet World Environment Day Abraham Project 2024 Press Release
 
Corporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdfCorporate Presentation Probe June 2024.pdf
Corporate Presentation Probe June 2024.pdf
 
AGM Presentation Probe June 11 Final.pdf
AGM Presentation Probe June 11 Final.pdfAGM Presentation Probe June 11 Final.pdf
AGM Presentation Probe June 11 Final.pdf
 

International Trusts as Part of Your Overall Asset Protection Strategy