Note 7: Multiple entities are utilized to diversify terms and provisions; to diversify foreign jurisdictions and foreign trustees for additional protection; to isolate low or no risk assets (e.g., cash, stocks, bonds) from higher risk assets (e.g., real estate, airplane, boat); and to increase options should a threat develop.
| 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) |
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Barry S. Engel |
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Asset Protection Planning; Estate Planning (Contact Us if you are a lawyer and have a case to co-counsel with us.)
International Trusts and Estates
Business Transactions; Business Planning
Expert Witness Services - Asset Transfers; Trust Matters
Trust Administration; Trust Services
Fiduciary Compliance
Income, Gift and Estate Tax Matters
U.S. Taxation of Foreign Entities
Tax Filings and Tax Compliance
Special Needs Planning; Planning for Persons with Disabilities
Probate
Analyze the Potential and Options for Asset Recovery Actions
Moving Abroad; Moving Assets Abroad
