Celesq® Programs

Current Trends: Are Today's Laws Eroding or Enhancing Asset Protection Estate Planning Opportunities?

Expired
Program Number
2540
Program Date
2015-11-12
CLE Credits
2

With the increasing popularity of asset protection/integrated estate planning, recent legislation and court decisions have focused on what planning strategies are effective in today’s legal environment. In this program, Edward D. Brown explores these current developments. Topics include: (1) states enhancing the available protection of assets; (2) case law applying “public policy” arguments to trump protection designs; (3) courts of equity ruling to grant financial remedies to creditors where legal remedies are insufficient to reach the desired result by the court; (4) broad based rulings that suggest having “asset protection” as a goal creates a “per se” fraudulent transfer; (5) rising interest by clients in choosing offshore laws for better protection of children’s future inheritances in fear that the US legal system is trending toward the erosion of “established” protection-related legal concepts; (6) the application of alter ego, nominee, sham, and other theories to justify piercing asset protection trusts; and (7) whether the perception of erosion is accurate or just a continuing refinement of the law. Mr. Brown also discusses how to best avoid any trends of erosion to the extent that they overshadow the countering protective enhancements developing on parallel fronts.

Available in States

  • California
  • Colorado Eligible
  • Georgia
  • New Jersey Eligible
  • New York
  • New York - BOTH New and Experienced Attorneys
  • Texas Self Study

Program Categories

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

PROGRAM CREDITS

  • Areas of Professional Practice : 1 Credit
  • 1.0 General CLE credit, based on a 60-minute credi : 1 Credit