Engel on Asset Protection-2009: Ethical Considerations in Asset Protection Planning

Program Number: 1947

Program Date: 12/08/2009

Description

Join Barry Engel as he discusses a range of topics pertaining to ethical considerations in the asset protection planning context. Topics include the sometimes not-so-simple question of who is actually the client (including when to represent the individual client, when to represent husband and wife, and when to represent the integrated estate planning trust); the potential for conflicts of interest between current clients and former clients; the origin and evolution of the attorney-client privilege, and why your files are not as private as you think they are; the ethical duty of confidentiality; and the purpose and scope of the work product doctrine in the litigation setting (including its elements, exceptions and potential waiver). There is also an in-depth discussion as to how the integrated estate planner should act and react when served with a subpoena, and suggestions as to how to minimize the cost and expense the attorney would otherwise have to bear in the course of responding thereto.

$80.00Audio CD Add to Cart $80.00Online Audio Add to Cart

Available in states

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

Credit Information

50 minute credit hour - 1 General CLE credit, including 1.0 Ethics credit
60 minute credit hour - 1 General CLE credit, including 1.0 Ethics credit

State Program Numbers

NY 1.0 Ethics credit

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.