Model Foreign Situs Integrated Estate Planning Structure: An Overview
By : Barry S. Engel, Esq.
(click here for the audio presentation by Mr. Engel)
- The planning concepts presented herein have been oversimplified in the interest of facilitating an understanding of the basic concepts involved in integrated estate planning.
- It is assumed that the planning structure which follows is implemented at a time when the client has no claims pending, threatened or expected; that the client has no outstanding judgments; and that following all property transfers the client remains solvent and able to pay his or her reasonably anticipated debts as they become due.
- The integrated estate planning structure depicted on the following pages is a sample structure only. The design of any given plan is a function of the goals and needs of the client and the particulars of the client's own situation, and the plan must be tailored accordingly. Planning of this nature is case specific and fact intensive.
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