Engel on Asset Protection Planning 2010: Part 3: Options and Protective Steps in the Event of Litigation or Other Threats

Part I of the series.

Part II of the series.

As time is often of the essence with respect to litigation challenges or other types of threats, asset protection practitioners and trustees must know how and when to spring into action in the event a litigation challenge or other threat arises against an integrated estate planning trust (“IEPT”) or a related underlying entity. In the third part of his new 3-part series, Barry Engel provides an in-depth discussion related to the protective measures process. Topics include:
• a comprehensive introduction and overview of the concepts of protective measures
• specific protective measure techniques
• when, where and why to use a foreign bank and foreign funds manager
• contempt of court issues
• an overview of cases involving litigation challenges.

Presenter(s): 
Barry S. Engel, Esq., a principal in the firm Engel & Reiman pc, is the lead author of the Asset Protection Planning Guide: A State-of-the-Art Approach to Integrated Estate Planning (CCH). For information concerning the Second Edition of his Asset Protection Planning Guide, or to purchase, click on http://www.engelreiman.com/apguide.html. Mr. Engel, a Senior Fellow of The Estate and Wealth Strategies Institute at Michigan State University and a Fellow of the National Network of Estate Planning Attorneys, has chaired or otherwise addressed hundreds of professional and client conferences worldwide on integrated estate planning, asset protection planning and related subjects.

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