Designing and Drafting the Integrated Estate Planning Structure

Program Number: 2924

Program Date: 04/16/2019

Description

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

Asset protection practitioners need to be well-versed in the relevant core concepts before endeavoring to assist their clients with a plan’s design and implementation. In this program, Edward D. Brown will provide an in-depth introduction to the conceptual design and implementation of a client’s overall integrated estate plan. Areas of discussion will include what is an integrated estate planning trust (“IEPT”), what is a limited partnership, a general overview of an integrated estate plan, balancing protection with flexibility, how much of the client’s overall estate should one set out to protect, an overview of available integrated estate planning techniques, whether an IEPT should stand alone or be integrated with the client’s overall estate plan, the trustee selection process and whether an IEPT’s settlor(s) should act as the IEPT’s protector(s). Additional topics of discussion will include a comparison of domestic trusts versus foreign trusts for both asset protection and U.S. tax purposes, a comparative analysis of which domestic and foreign jurisdictions are more protective for asset protection purposes, and the federal and foreign tax implications of a model asset protection plan. A model planning structure will be presented and reviewed as a case study.

$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


Andrew Bechel, Esq.

Greenspoon Marder LLP

Andrew Bechel is an associate in the International Wealth & Asset Planning practice group at Greenspoon Marder LLP. Mr. Bechel focuses his practice on estate planning matters including, integrated estate planning, offshore planning, transactional matters and business and tax planning.

 

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.

 

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