Celesq® Programs

2018 Critical Tax and Planning Updates for Asset Protection, Estate Planning and Taxation Lawyers

Expired
Program Number
2831
Program Date
2018-06-20
CLE Credits
1

Edward D. Brown, Esq., LL.M., CPA and Jacqueline Z. Fox, Esq., LL.M. discuss latest legal and regulatory developments that have impacted the entire asset protection landscape. Topics include: impact of changing trends, case law and banking procedures, which portend the future treatment of asset protection trusts by the U.S. court system; 2018 changes in tax laws; tax and filing requirements; and selected recommendations and cautions, e.g., who should serve as protectors of an asset planning trust; where assets should be held and under whose control; what benefits and controls should a person retain with respect to trust assets; reasons why a U.S. trustee should be a part of an offshore trust; what income tax-related provisions should be in the trust instrument in light of recent changes under the new tax laws.

Available in States

  • California
  • Colorado E
  • Georgia
  • New York
  • New Jersey
  • New York -
  • Texas Self Study

Program Categories

  • Asset Protection
  • Bankruptcy Law & Creditor Rights
  • Corporate and Commercial Law
  • Estate Planning
  • Taxation Law

PROGRAM CREDITS

  • Areas of Professional Practice : 1.00 Credit