Asset Protection Planning for Attorneys: Part II: Design Variables Applicable to a Given Integrated Estate Plan
Program Number: 2531
Presenter: Barry S. Engel, Esq.
**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date ****
Once attorneys are well-versed in the core foundations and principles of integrated estate planning (see, e.g., Part I-program 2530), they can endeavor to assist their clients with a plan’s design and implementation. In this intermediate-level course that is the second of a three-part series, Barry Engel provides a discussion of the design variables applicable to a given plan. Topic areas include: (1) planning through family limited partnerships and limited liability companies; (2) trusts under state law for asset protection planning; (3) the foreign integrated estate planning trust (“IEPT”); (4) comparing state law trusts with foreign law trusts; (5) choice of law and conflicts of law issues; (6) other foreign-based planning tools; (7) expatriation; (8) protection of retirement benefits; and (9) ethical, civil and criminal considerations.
Note: this program may also be taken as a stand-alone program