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  • A Bi-Monthly Electronic Publication for Section Members
  • April 2011

Committee Spotlight


Asset Protection Planning Committee

April is packed with asset protection information as the Asset Protection Planning Committee will offer a free teleconference on April 20th and an eCLE on April 21st.  These programs are essential for those who engage in asset protection planning, ranging from beginner to advanced practitioner levels.

The free teleconference features Committee Vice Chair, Michael Gordon, who will lead a discussion on the use of self-settled asset protection trusts for tax planning purposes. The discussion will focus on the use of completed gift asset protection trusts as an estate planning technique in light of the new tax law and Private Letter Ruling 200944002. Mr. Gordon will then dive into the use of incomplete gift asset protection trusts and how they may be used to potentially avoid state income tax. This part of the discussion will also focus on the impact that IR-2007-127 has had on the use of this tax planning technique.

The upcoming eCLE features Committee Co-Chair Dave Slenn, nationally recognized expert in creditor rights litigation Jay D. Adkisson, and former Senior Counsel for the SEC Enforcement Division Thomas O. Gorman.  This eCLE will provide 1 hour of ethics credit and includes discussion on the following hot topics:

  • Issues planners should consider when representing executive officers
  • Super Creditors, such as the SEC, and the use of reimbursement and disgorgement under Sarbanes Oxley and Dodd Frank
  • Issues involving planning for clients who have signed personal guarantees
  • Due diligence issues for effective asset protection planning

Additionally, the Committee is always seeking volunteers to participate in its regularly scheduled teleconferences. Volunteer today and further develop your professional expertise! Please contact the Committee Co-Chairs David Slenn (dslenn@gmail.com) and Elizabeth Schurig (eschurig@sjbt.com) for more information.

View this Committee's webpage here: http://apps.americanbar.org/dch/committee.cfm?com=RP592000.