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Client Makes Property Transfers to Structure

Note 6: The integrated estate plan will involve a Last Will that upon the death of the client pours-over the client's residuary estate to the IEPT. Other conventional estate planning documents will also be involved (i.e., a durable power of attorney, a health care proxy, and a living will). Other planning tools will be integrated in the appropriate cases (e.g., a QPRT; a CRT; a CLT).

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