Think twice before you delay the appointment of either a new domestic trustee or protector to an integrated estate planning trust after the prior-serving trustee or protector either dies or resigns as waiting more than one year will inadvertently cause such trust to automatically become a “foreign trust” for United States federal income tax purposes. When a sole domestic trustee or a domestic protector dies or resigns , a trust...
Continue reading
  2253 Hits
2253 Hits


THINK TWICE BEFORE YOU…. This is another installment of our “Think Twice Before You…” series of blogs, to which we will be adding on an ongoing basis. Each blog is meant to alert clients to certain issues or transactions they may face, and to caution them that there may be consequences if these situations are not dealt with properly. At times in the past, by the time the matter has...
Continue reading
  2215 Hits
2215 Hits

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)
Las Vegas, Nevada


View More Recent Seminars and Events

Contact Information

Barry S. Engel