Exciting new series on “Voice, Body and Movement for Lawyers – How to connect with the jury and find Justice Through Dramatic Technique!”
Click here to find out moreAsset protection planning should be an integral part of any estate plan. In this initial introductory-level course that is the first in a three-part series, Barry Engel introduces the key concepts involved with integrated estate planning and its asset protection component. Areas of discussion include: (1) what are some of the core concepts relevant to asset protection planning; (2) what is an integrated estate planning trust (“IEPT”); (3) what constitutes a fraudulent transfer and what the downside can be for the client and for the planner; (4) spousal gifting as a planning tool; (5) joint ownership of property as a planning tool; (6) the use of state law and federal exemptions as a planning tool; (7) annuities as a planning; and (8) insurance as a planning tool. Additionally, a model integrated estate planning structure is presented and reviewed as a case study. Note: this program may also be taken as a stand-alone program.
