Engel Law pc
Asset Protection Lectures Through
Celesq® AttorneysEd Center and West LegalEdcenter®

2004  
09/14/04 Part I: The Foundation: Overview, Legal Principles and Ladder of Available Planning Tools
12/14/04 Part II: Compliance: Federal and State Tax Issues Every Planner Should Know; Due Diligence and Know Your Customer Requirements; Anti-Money Laundering Considerations
2005  
04/05 Part III: Level II Planning/International Movement of Funds
07/21/05 Part IV: Litigation Cometh: Analysis of Actual Challenges and Results (Reported and Unreported Cases); Contempt of Court Principles and Application to Asset Protection Planning
09/20/05 Part V: The New Bankruptcy Code Revisions and Other Recent Developments in Asset Protection Planning
12/15/05 Part VI: Civil, Criminal and Ethical Considerations for the Asset Protection Attorney
2006  
05/25/06 Select Advanced Issues in Asset Protection
07/18/06 Civil, Criminal and Ethical Considerations
09/27/06 The Foundation: Overview, Legal Principles and Ladder of Available Planning Tools
2007  
09/26/07 Part I: Designing and Drafting the Asset Protection Trust
10/23/07 Part II: Asset Protection Trust Administration and Maintaining the Integrity of the Overall Planning Structure
11/08/07 Part III: The Litigation Challenge and Trustee Protective Measures
12/11/07 Part IV: Ethical Considerations in Asset Protection Planning
2008  
10/22/08 Recent Developments in Asset Protection Planning: An Overview
11/06/08 Estate Planning Strategies and Asset Protection Designs For Clients in High Risk Business Operations
2009  
10/08/09 Be Careful Out There: Areas of Civil Liability Exposure for the Asset Protection Planner
12/08/09 Ethical Considerations in Asset Protection Planning
2010  
03/18/10 Part I: Conceptualizing, Designing and Drafting the Overall Plan; Overview of Underlying Principles; Case Study
05/18/10 Part II: Day-to-Day Operations of the Plan; Administration to Maintain the Plan’s Integrity
06/03/10 Part III: Options and Protective Steps in the Event of Litigation or Other Threats
07/27/10 Replay of Part I
07/28/10 Replay of Part II
07/29/10 Replay of Part III
09/02/10 Part IV: Current Trends and Developments in Asset Protection Planning
10/07/10 Part V: Tax Issues Specific to Asset Protection Planning
12/14/10 Part VI: Ethical Considerations in Asset Protection Planning
2011  
01/18/11 The 2010 Tax Relief Act: A Primer for Estate Planning
03/01/11 Part I: Conceptualizing, Designing and Drafting the Overall Plan; Overview of Underlying Principles; Case Study
03/03/11 Part II: Options and Protective Steps in the Even of Litigation or Other Threats
04/28/11 Part III: Using Asset Protection as an Alternative or Supplement to Traditional Forms of Liability Protection
05/17/11 Part IV: Asset Protection Planning Techniques for Clients With Modest to Medium Sized Estates
09/22/11 Part V: Recent Developments in Asset Protection Planning: January 1, 2010 to Present
11/13/11 Engel on Asset Protection 2011 – “What Every Asset Protection Planner Should Know About Bankruptcy”
12/20/11 “The Impact of Mortensen and Other Recent Decisions on the Law of Asset Protection Planning”
2012  
02/28/12 “Choice of Law and Conflict of Law Issues for Asset Protection and Estate Planning Lawyers”
05/01/12 “The Top Ten Reported Asset Protection Cases in the Bankruptcy Setting: A Legal Review and Analysis”
10/30/12 “Recent Developments in Asset Protection Planning: July 1, 2011 to Present
12/20/12 “Ethical Consideration for Asset Protection and Estate Planning Lawyers: Avoiding Ethical Violations and the Civil and Criminal Liability that Can Result Therefrom”
2013  
04/30/13 “Asset Protection for the Operating Business, Professional Practice and Real Estate Holdings”
06/12/13 “Asset Protection Challenges: Comparing Successful Plans to Unsuccessful Plans: Lessons to be Learned from What Worked Well”
09/19/13 “Asset Protection Techniques for Clients with Modest to Medium Sized Estates”
11/21/13 “Recent Developments in Asset Protection Planning from July 1, 2012 to Present”
2014  
02/26/14 “What Asset Protection Lawyers Need to Know About Bankruptcy and What Bankruptcy Lawyers Need to Know About Asset Protection”
12/18/14 “Asset Protection and Attorney Ethical Considerations”
2015  
02/24/15 Replay – “Asset Protection and Attorney Ethical Considerations”
03/11/15 “Tax Compliance for Asset Protection and Estate Planning Attorneys: A Comprehensive Overview for Asset Protection Structures”
05/05/15 “Recent Developments in Asset Protection-Integrated Estate Planning”
06/15/15 “Asset Protection Planning for Attorneys: Part I: Key Concepts Involved with Integrated Estate Planning and Its Asset Protection Component”
09/16/15 “Asset Protection Planning for Attorneys: Part II: Design Variables Applicable to A Given Integrated Estate Plan”
10/21/15 “Asset Protection Planning for Attorneys: Part III: Litigation Challenges and Other Threats to Integrated Estate Planning Trusts”
11/12/15 “Current Trends: Are Today’s Laws Eroding or Enhancing Asset Protection / Estate Planning Opportunities?”
12/15/15 “Protecting Against Ethical Exposures and Civil / Criminal Liability When Advising Clients on Protecting Their Assets: What Estate Planning Attorneys Should Know”
2016  
01/27/16 Replay - “Protecting Against Ethical Exposures and Civil / Criminal Liability When Advising Clients on Protecting Their Assets: What Estate Planning Attorneys Should Know”
04/07/16 “Select Federal and State Income, Gift and Estate Tax Issues and Filing Requirements for Domestic and Foreign Trusts for Estate Planning and Asset Protection Attorneys”
04/26/16 “An Asset Protection Planning Primer for Estate Planning, Tax and Creditors’-Rights Lawyers”
05/18/16 “Asset Protection and Estate Planning: Important Considerations When Funding & Administering a Protective Structure”

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
Email: info@engelreiman.com