Planning for Liquidity Events with Wyoming Entities

Overview

For families holding illiquid assets, anticipatory pre-liquidity planning can greatly improve asset protection, wealth transfer, and tax outcomes. Using Wyoming entities, a review of pre-liquidity planning strategies is provided with a snapshot on the state’s modern trust statues, asset protection laws, and tax laws. Families soon discover Wyoming also offers enhanced asset protection and retained control with an emphasis on administrative and cost efficiency.

Advisor Thinking