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Model Foreign Situs Integrated Estate Planning Structure: An Overview

By : Barry S. Engel, Esq.

(click here for the audio presentation by Mr. Engel)


Please Note:

  1. The planning concepts presented herein have been oversimplified in the interest of facilitating an understanding of the basic concepts involved in integrated estate planning.
  2. 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.
  3. 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.

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