January, 2006 |
The Asset Protection Component of
Integrated Estate Planning |
January, 2006 |
Colorado Association of Professional
Paralegals and Legal Assistants |
January, 2006 |
National CLE Conference |
February, 2006 |
Dunbar Breitweiser & Company |
March 2, 2006 |
Washington DC Estate Planning Council |
March 7, 2006 |
"Does That Trust Really Exclude Assets From Your Client's Estate?" |
March 23, 2006 |
Rochdale Offshore Investments
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March 24, 2006 |
Rochdale Offshore Investments
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April 25, 2006 |
Integrating Asset Protection Planning
with the Overall Estate Plan |
April 26, 2006 |
Boulder County Bar Association (Part II) |
May, 2006 |
Engel on Asset Protection --Part VII: Select Advanced Issues in Asset Protection |
July, 2006 |
Boulder County Medical Society |
July, 2006 |
Engel on Asset Protection: Civil, Criminal and Ethical Considerations |
September, 2006 |
Central Bank & Trust Co |
October, 2006 |
Celesq Series (1 of 3) |
October, 2006 |
7th Annual Ultimate Estate, Retirement and Financial Planning Conference |
October 22, 2006 |
California Radiological Society |
November, 2006 |
Celesq Series (2 of 3) |
December, 2006 |
International Trusts Congress 2006 |
December, 2006 |
Celesq Series (3 of 3) |
PAST CONFERENCES
Speaking Engagements 2006
Seminars & Events:
April, 2017 - CELESQ “An Asset Protection Planning Primer for Estate Planning, Tax and Creditors Rights Lawyers” Live Web Cast |
May 31 – June 1, 2017 -
SOUTHPAC TRUST OFFSHORE PLANNING INSTITUTE CONFERENCE 2017, “Asset Protection in a Changing World” (31 May 2017) and “Questions & Answer Panel on Industry Challenges to Asset Protection Structures” (1 June 2017) |
Contact Information
Barry S. Engel |
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Areas of Focus
Asset Protection Planning; Estate Planning (Contact Us if you are a lawyer and have a case to co-counsel with us.)
International Trusts and Estates
Business Transactions; Business Planning
Expert Witness Services - Asset Transfers; Trust Matters
Trust Administration; Trust Services
Fiduciary Compliance
Income, Gift and Estate Tax Matters
U.S. Taxation of Foreign Entities
Tax Filings and Tax Compliance
Special Needs Planning; Planning for Persons with Disabilities
Probate
Analyze the Potential and Options for Asset Recovery Actions
Moving Abroad; Moving Assets Abroad