Asset Protection Planning - Three Part Series Announced

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Engel & Reiman pc, in connection with Celesq® AttorneysEd Center and West LegalEdcenter®, announces a three-part webinar series for attorneys, to be taught by asset protection expert Barry Engel, Esq.

Engel & Reiman Asset Protection Attorneys

Engel & Reiman Asset Protection Attorneys

Engel & Reiman pc, in connection with Celesq® AttorneysEd Center and West LegalEdcenter®, is pleased to announce a three-part webinar series for attorneys, to be taught by asset protection expert Barry Engel, Esq. The three-part series is entitled, "Asset Protection Planning for Attorneys."

Part I: “Key Concepts Involved with Integrated Estate Planning and its Asset Protection Component.”

Program date: June 15, 2015 (12:00 p.m. – 1:00 p.m. EDT)

Asset protection planning should be an integral part of any estate plan. In this initial introductory-level course that is the first in a three-part series, Barry Engel introduces the key concepts involved with integrated estate planning and its asset protection component. Areas of discussion include: (1) what are some of the core concepts relevant to asset protection planning; (2) what is an integrated estate planning trust (“IEPT”); (3) what constitutes a fraudulent transfer and what the downside can be for the client and for the planner; (4) spousal gifting as a planning tool; (5) joint ownership of property as a planning tool; (6) the use of state law and federal exemptions as a planning tool; (7) annuities as a planning tool; and (8) insurance as a planning tool. Additionally, a model integrated estate planning structure is presented and reviewed as a case study.

Note: this program may also be taken as a stand-alone program.

Part II: “Design Variables Applicable to a Given Integrated Estate Plan.”

Program date: September 16, 2015 (12:00 p.m. – 1:00 p.m. EDT)

Once attorneys are well-versed in the core foundations and principles of integrated estate planning (see, e.g., Part I above), they can endeavor to assist their clients with a plan’s design and implementation. In this intermediate-level course that is the second of a three-part series, Barry Engel provides a discussion of the design variables applicable to a given plan. Topic areas include: (1) planning through family limited partnerships and limited liability companies; (2) trusts under state law for asset protection planning; (3) the foreign integrated estate planning trust (“IEPT”); (4) comparing state law trusts with foreign law trusts; (5) choice of law and conflicts of law issues; (6) other foreign-based planning tools; (7) expatriation; (8) protection of retirement benefits; and (9) ethical, civil and criminal considerations.

Note: This program may also be taken as a stand-alone program by attorneys well-versed in the core foundations and principles of integrated estate planning (see, e.g. Part I above.)

Part III: "Litigation Challenges and Other Threats to Integrated Estate Planning Trusts."

Program date: October 21, 2015 (12:00 p.m. – 1:00 p.m. EDT)

Time is often of the essence with respect to litigation challenges or other types of threats that may arise against an integrated estate planning trust (“IEPT”) or a related underlying entity. Join Barry Engel as he provides: (1) an introduction and comprehensive overview of the concepts of contempt of court principles; (2) an overview of trust litigation issues; and (3) an introduction to concepts involving protecting individually-held assets (referred to as “Level I” Planning) and concepts involving protecting the assets of a business or professional practice (referred to as “Level II” Planning). Mr. Engel also discusses how the attorney can borrow planning concepts from Level I Planning and apply them in the context of Level II Planning.

Note: This program may also be taken as a stand-alone program by attorneys well-versed in the core foundations and principles of integrated estate planning.

For more information, visit http://www.engelreiman.com or call 303-741-1111 to speak with Bev Sandoval.

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Bev Sandoval
@BarryEngel01
since: 10/2011
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