2018 Critical Tax and Planning Updates for Asset Protection, Estate Planning and Taxation Lawyers

Program Number: 2831

Program Date: 06/20/2018

Description

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date ****

Edward D. Brown, Esq., LL.M., CPA and Jacqueline Z. Fox, Esq., LL.M. discuss latest legal and regulatory developments that have impacted the entire asset protection landscape. Topics include:
• impact of changing trends, case law and banking procedures, which portend the future treatment of asset protection trusts by the U.S. court system;
• 2018 changes in tax laws;
• tax and filing requirements; and
• selected recommendations and cautions, e.g., who should serve as protectors of an asset planning trust; where assets should be held and under whose control; what benefits and controls should a person retain with respect to trust assets; reasons why a U.S. trustee should be a part of an offshore trust; what income tax-related provisions should be in the trust instrument in light of recent changes under the new tax laws.

$95.00Audio CD Add to Cart

Available in states

California, Colorado Eligible, Florida, Georgia, New Jersey Eligible, New York, New York - BOTH New and Experienced Attorneys, Texas Self Study

Credit Information

50 minute credit hour - 1.0 General CLE credit, based on a 50-minute credit hour
60 minute credit hour - 1.0 General CLE credit, based on a 60-minute credit hour

State Program Numbers

Credit Eligible for BOTH Experienced and New Attorneys in NY

Presenters


Edward D. Brown, Esq., GreenspoonMarder, PA

GreenspoonMarder

Edward D. Brown, Esq., LL.M., CPA is a partner and Co-Chair of the International Wealth and Asset Planning Group at Greenspoon Marder. Mr. Brown has more than twenty-five years of experience in areas of comprehensive estate planning, asset protection and taxation. Twenty years of Mr. Brown’s experience, thirteen as a shareholder, were with the law firm of Engel & Reiman PC, concentrating almost exclusively in the trust-planning practice area, including the crafting, amending, interpreting, analyzing and consulting with regard to the operations of many of these trusts, whether domiciled in the Cook Islands, Nevis or Isle of Man or domestically in states such as Nevada. Mr. Brown was a co-author, with Barry Engel, of the various editions of the Asset Protection Planning Guide, a Wolters Kluwer, CCH publication. He focuses his practice on trust designs that are customized to the clients’ goals of protection of assets for their family and having added flexibility in their comprehensive estate plans that allow maximizing options with regard to changing circumstances and evolving laws.

 

Jacqueline Z. Fox, Esq., LL.M.

Greenspoon Marder LLP.

Jacqueline Z. Fox, Esq., LL.M. is an associate with the International Wealth and Asset Planning Group at Greenspoon Marder LLP. Ms. Fox focuses her practice primarily on tax-oriented estate planning, international tax matters, multi-generational wealth transfer and family business succession planning for high-net-worth individuals and families. She also has experience advising clients in regard to offshore voluntary disclosures, guardianships, probate and trust administration, expatriation, and pre-immigration planning.

 

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