Choice of Law and Conflict of Law Issues for Asset Protection and Estate Planning Lawyers

Program Number: 2215

Program Date: 02/28/2012


In this program for asset protection and integrated estate planning lawyers, Barry Engel analyzes choice of law decisions and how they may lead to conflict of law issues. Topics include:
• a review of applicable reported cases with respect to choice of law and conflict of law principles,
• a comparative analysis of the law in select domestic and offshore asset protection-oriented jurisdictions, i.e., given choice of law principles, what is there from which to choose, and once selected, what are the legal principles that would either support or interfere with the selected law,
• an analysis of the foregoing jurisdictions’ statutory provisions and a discussion of some of the more interesting nuances from jurisdiction to jurisdiction that make them attractive or at least interesting, and
• a comparative analysis of offshore trust planning versus domestic trust planning in the asset protection setting.

$95.00Audio CD Add to Cart $95.00Online Audio Add to Cart

Available in states

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

Credit Information

50 minute credit hour - 1.0 General CLE credit
60 minute credit hour - 1.0 General CLE credit

State Program Numbers


Barry S. Engel, Esq.

Engel & Reiman PC

Barry S. Engel, Esq. is a principal in Engel & Reiman pc, a Denver, Colorado-based law firm with an international client base. Mr. Engel, who has been written about and quoted by The Economist, Business Week, ABA Journal, Wall Street Journal, The New York Times and Forbes, among others, is the author of CCH's Asset Protection Planning Guide (2nd Edition), which contains over 650 pages of text and practice tools for the practitioner. For information on the Guide, click on Mr. Engel was one of three principal co-authors of protective trust legislation as enacted by the Parliament of the Cook Islands in 1989, which has served as a model for many other offshore jurisdictions as well as for a number of states in the U.S., and he has also consulted with a number of other foreign jurisdictions regarding similar legislation. From 1993 to 1998, he was President of The Offshore Institute, an Isle of Man (British Isles) based international, multi-disciplinary professional body committed to education and excellence in international and offshore practice and planning, and under his leadership, the membership of the organization grew from under 100 members to over 600 members in 60+ countries. Mr. Engel is a prolific author and speaker, having been published extensively and having lectured to tens of thousands of professionals worldwide over the past 25+ years.