Current Trends and Developments in Asset Protection Planning

Program Number: 2024

Program Date: 09/02/2010

Description

Asset protection practitioners, clients and trustees should endeavor to keep themselves abreast of current trends and developments in the asset protection planning arena. In this program, Barry Engel discusses current trends and developments both legislatively and from a case law point of view. Topics include domestic asset protection developments (including a discussion of the Bryan case which held that a Colorado spendthrift trust was invalid), applicable portions of the recently enacted Hiring Incentives to Restore Employment Act (“HIRE Act”), and recently enacted asset protection planning related developments in the State of Nevada. Mr. Engel also discusses offshore asset protection developments, including case law in the marital area and the updated tax treaty between the United States and Switzerland.

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Available in states

Arizona, California, Colorado Eligible, Florida, Georgia, Missouri, New Jersey Eligible, New York, Texas Self Study

Credit Information

50 minute credit hour - 1 General CLE credit
60 minute credit hour - 1 General CLE credit

State Program Numbers

Presenters


Barry S. Engel, Esq.

Engel & Reiman PC

Barry S. Engel, Esq. is a principal in Engel & Reiman pc, a Denver, Colorado-based law firm with an international client base. Mr. Engel, who has been written about and quoted by The Economist, Business Week, ABA Journal, Wall Street Journal, The New York Times and Forbes, among others, is the author of CCH's Asset Protection Planning Guide (2nd Edition), which contains over 650 pages of text and practice tools for the practitioner. For information on the Guide, click on http://www.engelreiman.com/apguide.html. Mr. Engel was one of three principal co-authors of protective trust legislation as enacted by the Parliament of the Cook Islands in 1989, which has served as a model for many other offshore jurisdictions as well as for a number of states in the U.S., and he has also consulted with a number of other foreign jurisdictions regarding similar legislation. From 1993 to 1998, he was President of The Offshore Institute, an Isle of Man (British Isles) based international, multi-disciplinary professional body committed to education and excellence in international and offshore practice and planning, and under his leadership, the membership of the organization grew from under 100 members to over 600 members in 60+ countries. Mr. Engel is a prolific author and speaker, having been published extensively and having lectured to tens of thousands of professionals worldwide over the past 25+ years.