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...
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All too often, we find that a client has engaged in a transaction that involves a trust or underlying entity (such as a partnership or LLC), and later realizes that, in hindsight, the client should have asked legal counsel to first review the proposed transaction for any unexpected issues or “traps.” This has prompted us to create a series of blogs that will identify some of the more common events...
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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


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Contact Information

Barry S. Engel