Print Catalog:

Programs in Asset Protection



Filter by State
Filter by Category
 
 

Designing and Drafting the Integrated Estate Planning Structure

Program Number: 2924 Presenter: Andrew Bechel, Esq., Edward D. Brown, Esq., GreenspoonMarder, PA

**** 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(

$95.00Audio CD Add to Cart

Recent Developments in Asset Protection Planning During 2018 and into 2019

Program Number: 2923 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 **** This presentation will cover "takeaways" from past cases, including the more recent developments. Mr. Brown will discuss how these cases continue to create a blueprint for how to properly structure asset protection and estate plans and how best to administer those already in place. The importance of timing will also be analyzed with respect to wealth transfers.

$95.00Audio CD Add to Cart

Ethical Considerations for Attorneys Involved in Estate Planning and Asset Protection

Program Number: 2908 Presenter: Andrew Bechel, Esq., Edward D. Brown, Esq., GreenspoonMarder, PA

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** Attorneys who assist clients with their asset protection and estate planning needs must be careful to comply with what is ethical to avoid facing potential ethics complaints, not to mention possible criminal liability. Join Edward D. Brown, Esq. for this detailed analysis of potential ethical issues in the asset protection and estate planning contexts, including: when is asset protection planning ethical and when does it cross the line into the unethical; properly screening the client; identifying voidable transactions; when can the attorney be targeted as a co-conspirator with a client engaging in fraudulent transfers; can the attorney be liable for not advising the client as to the full range of asset protection strategies; and (g) who is the client. Specific attention will be placed on the ABA Model

$95.00Audio CD Add to Cart

Asset Protection Fundamentals: What Attorneys Should Know to Advise the Moderate Net Worth Clients

Program Number: 2907 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 **** Attorneys who engage in asset protection planning for the more moderate and medium net worth clients should be well versed in the planning tools that are available without having to “go offshore” or create complex and expensive protective structures. This course eases the attorney into the introductory phases and practical solutions to offer to clients for their asset protection needs. The course will discuss in some detail the asset protection concepts and various designs. Join Edward D. Brown, Esq. for this informative overview of the various tools that are available to shield assets from unwanted attachments and seizures, such as through the use of exemptions, third party trusts, limited liability companies and gifting strategies.

$95.00Audio CD Add to Cart

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.

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 $95.00Online Audio Add to Cart

Ethical Considerations for Lawyers Involved in Estate Planning and Asset Protection

Program Number: 2746 Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Carl G. Stevens

Attorneys who assist clients with their asset protection and estate planning needs must be careful to comply with what is ethical to avoid facing potential ethics complaints, not to mention possible criminal liability. Join Edward D. Brown, Esq. and Carl G. Stevens, Esq. for this detailed analysis of potential ethical issues in the asset protection and estate planning contexts, including: when is asset protection planning ethical and when does it cross the line into the unethical; properly screening the client; identifying voidable transactions; when can the attorney be targeted as a co-conspirator with a client engaging in fraudulent transfers; can the attorney be liable for not advising the client as to the full range of asset protection strategies; and who is the client. Specific attention is placed on the ABA Model Rules of Professional Conduct that include Rule 1.2(d) (fraudulent conduct), Rule 1.3 (the diligent representation of the client), Rule 1.6 (the

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

Advanced Asset Protection Strategies and Considerations

Program Number: 2745 Presenter: Edward D. Brown, Esq. - Davis Schilken, PC, Carl G. Stevens

This program is geared for attorneys involved in asset protection and estate planning, trusts, and business succession. Edward D. Brown, Esq. and Carl G. Stevens, Esq. discuss (i) the most comprehensive structure designs that are used today; (ii) why divorce cases pose a special challenge; (iii) the more subtle issues of public policy, retaining control, choice of law, jurisdiction, federal law pre-emption, and the statute of limitations; and (iv) avoiding contempt of court exposures that may be threatened.

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

Asset Protection Fundamentals: What Attorneys Should Know to Advise the Moderate Net Worth Clients

Program Number: 2744 Presenter: Edward D. Brown, Esq. - Davis Schilken, PC, Carl G. Stevens

Whether your practice involves estate planning, business succession planning, family law or other areas, you should have an understanding of asset protection planning for your more moderate and medium net worth clients. This program introduces the attorney to the planning tools that are available without having to “go offshore” or create complex and expensive protective structures and discusses the asset protection concepts and various designs. Join Edward D. Brown, Esq. and Carl G. Stevens, Esq. for this informative overview of the multitude of tools that are available to shield assets from unwanted attachments and seizures, such as through the use of exemptions, third party trusts, limited liability companies and gifting strategies.

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

Categories