Celesq® Programs

Engel on Asset Protection-2007: Part I: Designing and Drafting the Asset Protection Trust

Expired
Program Number
1728
Program Date
2007-09-26

You won’t want to miss Barry Engel’s brand new series on Asset Protection. Part I covers the following: • Introduction to Core Concepts • Balancing Protection with Flexibility • How Much of the Overall Estate to Protect? How Much is Too Much? • An Overview of Available Planning Tools • Stand-Alone Trust, or Integrated with the Overall Estate Plan? • Should the Settlor Serve as Trust Protector? • Domestic vs. Foreign Trusts for Asset Protection Purposes • Domestic vs. Foreign Trusts for U.S. Tax Purposes • Analysis of Which State and Which Foreign Statutory Laws are Protective and Why? • Selecting the Trustee(s) • Can the Settlor Act as Trust Protector? Should the Settlor so Act? • Overview of a Model Asset Protection Plan • Federal and Foreign Tax Implications of the Model Plan

Available in States

  • Arizona
  • California
  • Colorado Eligible
  • Georgia
  • Missouri
  • New Jersey Eligible
  • New York
  • Texas Self Study

Program Categories

  • Bankruptcy Law & Creditor Rights
  • California Participatory MCLE Programs
  • Colorado Homestudy
  • Corporate and Commercial Law
  • Estate Planning
  • International Law
  • New York Accredited
  • Taxation Law