2018 Critical Tax and Planning Updates for Asset Protection, Estate Planning and Taxation Lawyers
Program Number: 2831
Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Jacqueline Z. Fox, Esq., LL.M.
**** 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