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Confidential

Case Conclusion Date: 11.30.2011

Practice Area: Trusts

Outcome: Approximately $2 million of assets protected, claimant deterred from further action

Description: Client desired to preserve and protect assets from potential creditor claims. We created an asset protection trust to protect certain key assets. Several years after establishing this trust a the potential for a significant claim developed. The very existance of this planning deterred the potential claimant from taking action.

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