Asset Protection Strategies: Planning with Domestic and Offshore Entities, Volume I

    Asset Protection Strategies: Planning with Domestic and Offshore Entities, Volume I

    Asset Protection Strategies: Planning with Domestic and Offshore Entities, Volume I

    ISBN: 978-1-59031-020-5
    Product Code: 5430433
    2002, 590 pages, 6 x 9, Paperback

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    Asset protection planning is emerging as an important and challenging area of practice, and one in which clients are increasingly requesting this assistance in order to save taxes and provide for family needs. Yet it is also one of the most demanding of the sub-specialties, requiring knowledge of property law, domestic and international tax law, estate planning, the law of trusts and estates, bankruptcy and debtor-creditor law.

    Asset Protection Strategies reviews some of the key issues involved in this demanding sub-specialty. Bringing together the knowledge of 22 experts in the field, this new guide provides in-depth, professional analysis and review of the key issues that lawyers and financial planning professionals face in advising clients on plans designed to achieve the goal of tax savings, providing for other family members, and protecting the estate from creditors. With the information in this compendium you will be able to analyze your clients' differing needs and determine the appropriate plan for each particular circumstance.

    Asset Protection Strategies provides objective and informed guidance on legally protecting a client's wealth, including:

  • Using U.S. trusts as asset protection planning tools
  • Integrating asset protection in the estate plan
  • Drafting and establishing offshore asset protection trusts
  • Planning using foreign grantor trusts
  • Use of offshore limited liability companies and choosing an offshore jurisdiction
  • Tax compliance and reporting when using offshore trusts
  • Life insurance and asset protection strategies
  • The guide includes extensive notes and a comprehensive Table of Cases. Includes substantial discussion of IRC regulations, sample clauses, and valuable state-by-state reviews of insurance/annuity exemptions, the substantive provisions and procedural matters of the homestead exemptions, and marital property issues by state.

    Chapters 10 and 11 updated Spring 2005

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    Trim Size

    6 x 9 Paperback

    Publication Date

    1/1/2002 12:00:00 AM

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