Asset Protection Planning Guide, Second Edition - 9026

$62.76

Featuring the insights and strategies of leading asset protection strategist, Barry S. Engel, the Asset Protection Planning Guide helps advisors master the multitude of asset protection planning vehicles available, understand the strengths and weaknesses of those vehicles, and achieve the goals of clients. The ideal reference for estate planning attorneys, trust officers, tax practitioners, financial planners, and other wealth planners, the Guide covers every aspect of asset protection planning -- describing the various asset protection plans, when to use them, why specific strategies are used, and which countries to go to for protection. It describes the complex mix of tools and techniques available to the planner in designing successful, solid plans -- offering a wealth of practical advice, helpful "how-to's" and practice tools, sample documentation language, and a sample trust. This Second Edition reflects the most recent developments in asset protection planning, including coverage of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005. This practical resource covers every aspect of this complex area, giving users the security of knowing they'll be well informed as they help clients safeguard their assets. Topics covered include: - What Is Asset Protection Planning? - Asset Protection Planning and Fraudulent Transfer Law - Gifting as a Planning Tool - Joint or Concurrent Ownership as a Planning Tool - Exemptions as a Planning Tool - Foreign Annuities and Foreign Insurance Products - Family Limited Partnerships as a Planning Tool - Insurance as a Planning Tool - Domestic Trusts as a Planning Tool - Alternative Tools Under Other Legal Systems - Foreign Asset Protection Trusts as a Planning Tool - Expatriation as an Asset Protection Tool - Protection of Retirement Benefits - Ethical, Civil, and Criminal Considerations for the Asset Protection Planner The Guide includes numerous practice tools, including: the Engel Ladder of Asset Protection Vehicles, Model Foreign Asset Protection Trust Structures, Asset Protection Control/Benefit Scale, Sample Documentation Language, Sample Trust Agreement, and Sample Fee Agreement.
ASIN: 0808012908
VSKU: DBV.0808012908.A
Condition: Acceptable
Author/Artist:Barry S. Engel
Binding: Paperback
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