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Click here to find out moreAsset protection practitioners should be well-versed in all applicable tax issues related to their clients’ planning. In this program, Barry Engel and Edward Brown provide a comprehensive overview of tax issues specific to asset protection planning, including a discussion on topics such as income, gift and estate tax implications for consideration, grantor trust issues, tax neutrality, select state and local tax issues, and the use of qualified personal residence trusts and/or foreign irrevocable life insurance trusts as asset protection techniques. Filing requirements and other compliance issues are also discussed. Presenter(s): Barry S. Engel, Esq., a principal in the firm Engel & Reiman pc, is the lead author of the Asset Protection Planning Guide: A State-of-the-Art Approach to Integrated Estate Planning (CCH). For information concerning the Second Edition of his Asset Protection Planning Guide, or to purchase, click on http://www.engelreiman.com/apguide.html. Mr. Engel, a Senior Fellow of The Estate and Wealth Strategies Institute at Michigan State University and a Fellow of the National Network of Estate Planning Attorneys, has chaired or otherwise addressed hundreds of professional and client conferences worldwide on integrated estate planning, asset protection planning and related subjects. Edward D. Brown, Esq. is a principal in the firm Engel & Reiman pc. Mr. Brown, who holds a Master of Laws in Taxation and is also a Certified Public Accountant, specializes in business transactions and planning, taxation and estate planning. He has authored numerous articles on a variety of legal topics appearing in publications such as the Journal of Taxation, Journal of International Taxation, The Tax Adviser, Asset Protection Journal and The Colorado Lawyer and he also speaks frequently to professional organizations on a wide range of legal subjects.
