3rd Edition Asset Protection Planning Guide

 (Published January 2014)


Barry S. Engel

Asset Protection Planning Guide Cover

As with the prior two editions of this planning Guide, the insights and strategies of leading asset protection attorney Barry S. Engel that appear in this Third Edition will prove to be an invaluable resource to planners of all degrees and pedigrees, and to their clients. It will help them master the multitude of planning vehicles available, understand the strengths and weaknesses of each, and achieve client planning goals.  The ideal reference for asset protection practitioners, estate planners, trust officers, tax practitioners, financial planners, CPAs and other wealth planners, the Guide covers every aspect of asset protection.

This 3rd Edition of the Guide contains over 800 pages of information, analysis, statutory law and case law relevant to the asset protection field.  It includes a myriad of new topics and updates, including:

  • Information on the new Uniform Asset Freezing Orders Act;
  • Tax developments under FACTA;
  • Income, gift and estate tax changes relevant to asset protection;
  • New domestic asset protection trust-style legislation;
  • Case law updates;
  • Expatriation tax law changes;
  • Updated practice tools;
  • Recent contempt of court decisions;
  • Anti-money laundering developments;
  • Service of process by email; and
  • Personal jurisdiction via an internet presence

AVAILABLE NOW FROM WOLTERS KLUWER, CCH – Click here to secure your copy today!

Click here to view Chapter 1, “What is Integrated Estate Planning and Asset Protection Planning?” of this Third Edition Guide.

We also invite you to click here to “Look Inside” (compliments to Amazon.com) the 2nd Edition Asset Protection Planning Guide.  Below are Book Reviews by professional publications and additional information on the 2nd Edition Guide.

REVIEWS FROM PROFESSIONAL PUBLICATIONS and other information on the 2nd and 3rd Edition Guides can be found immediately below.

      Asset Protection Planning
3rd Edition Book Review
Estate Planning
September 2014
      New Book on Asset Protection Planning
3rd Edition Book Review
Wills, Trusts & Estates Prof Blog
August 15, 2014
      Steve Leimberg Newsletter - July 24 2014
3rd Edition Book Review
by Nelson & Sneeringer
Leimberg Newsletter
July 2014
      3rd Edition Book Review by The Colorado Lawyer, June 2014
3rd Edition Book Review
The Colorado Lawyer
June 2014
      Asset Protection Planning Guide
2nd Edition Flyer
Asset Protection Planning Guide
Asset Protection Planning Guide
Chapter 1 - 2nd Edition
Asset Protection Planning Guide
Colorado Lawyer 2006
2nd Edition Book Review
The Colorado Lawyer
September 2006
     Third-Party Trusts Integrate Estate and Asset Protection Planning August 2005
2nd Edition Article
Trusts & Trustees
May 2006
  Third-Party Trusts Integrate Estate and Asset Protection Planning August 2005
2nd Edition Book Review
Trusts & Trustees
March 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)
Las Vegas, Nevada


View More Recent Seminars and Events

Contact Information

Barry S. Engel
Email: info@engelreiman.com