Engel on Asset Protection-2007: Part I: Designing and Drafting the Asset Protection Trust
Program Number
Program Date
CLE Credits
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
PROGRAM CREDITS
- 1 General CLE credit : 1 Credit
- 1 General CLE credit : 1 Credit
