• Protecting a Nest Egg
  • February 10, 2012 | Author: James M. Kane
  • Law Firm: Chamberlain, Hrdlicka, White, Williams & Aughtry - Atlanta Office
  • The sweet spot for the trust technique I mention in this newsletter, in my view, is generally for readers who wish to protect a nest egg of $1.0 million or more. This technique ideally takes into account (i) disability, (ii) asset protection and (iii) estate tax planning.