Tax Issues Specific to Asset Protection Planning

Program Number: 2025

Program Date: 10/07/2010

Description

Asset protection practitioners should be well-versed in all applicable tax issues related to their clients’ planning. In this program, Barry Engel and Edward Brown provide a comprehensive overview of tax issues specific to asset protection planning, including a discussion on topics such as income, gift and estate tax implications for consideration, grantor trust issues, tax neutrality, select state and local tax issues, and the use of qualified personal residence trusts and/or foreign irrevocable life insurance trusts as asset protection techniques. Filing requirements and other compliance issues are also discussed.

Presenter(s):
Barry S. Engel, Esq., a principal in the firm Engel & Reiman pc, is the lead author of the Asset Protection Planning Guide: A State-of-the-Art Approach to Integrated Estate Planning (CCH). For information concerning the Second Edition of his Asset Protection Planning Guide, or to purchase, click on http://www.engelreiman.com/apguide.html. Mr. Engel, a Senior Fellow of The Estate and Wealth Strategies Institute at Michigan State University and a Fellow of the National Network of Estate Planning Attorneys, has chaired or otherwise addressed hundreds of professional and client conferences worldwide on integrated estate planning, asset protection planning and related subjects.

Edward D. Brown, Esq. is a principal in the firm Engel & Reiman pc. Mr. Brown, who holds a Master of Laws in Taxation and is also a Certified Public Accountant, specializes in business transactions and planning, taxation and estate planning. He has authored numerous articles on a variety of legal topics appearing in publications such as the Journal of Taxation, Journal of International Taxation, The Tax Adviser, Asset Protection Journal and The Colorado Lawyer and he also speaks frequently to professional organizations on a wide range of legal subjects.

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

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


Edward D. Brown, Esq.

Engel & Reiman pc

Edward D. Brown, Esq. is a principal in the firm Engel & Reiman pc. Mr. Brown, who holds a Master of Laws in Taxation and is also a Certified Public Accountant, specializes in business transactions and planning, taxation and estate planning. He has authored numerous articles on a variety of legal topics appearing in publications such as the Journal of Taxation, Journal of International Taxation, The Tax Adviser, Asset Protection Journal and The Colorado Lawyer and he also speaks frequently to professional organizations on a wide range of legal subjects.

 

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.