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Program Details

Designing and Drafting the Integrated Estate Planning Structure

Content Partner: Celesq AttorneysEd Center

Price:	$200.00*

This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart

Description: Asset protection practitioners need to be well-versed in the relevant core concepts before endeavoring to assist their clients with a plan’s design and implementation. In this program, Edward D. Brown will provide an in-depth introduction to the conceptual design and implementation of a client’s overall integrated estate plan. Areas of discussion will include what is an integrated estate planning trust (“IEPT”), what is a limited partnership, a general overview of an integrated estate plan, balancing protection with flexibility, how much of the client’s overall estate should one set out to protect, an overview of available integrated estate planning techniques, whether an IEPT should stand alone or be integrated with the client’s overall estate plan, the trustee selection process and whether an IEPT’s settlor(s) should act as the IEPT’s protector(s). Additional topics of discussion will include a comparison of domestic trusts versus foreign trusts for both asset protection and U.S. tax purposes, a comparative analysis of which domestic and foreign jurisdictions are more protective for asset protection purposes, and the federal and foreign tax implications of a model asset protection plan. A model planning structure will be presented and reviewed as a case study.


Practice Areas:		Estate Planning & Probate

Online Media Type:		Audio

Production Date:		04/16/2019 12:00 PM EDT

Level:		Intermediate

Category:		Standard

Duration:		1 Hours, 0 Minutes

Online Format:		Live

Course Type:		Public

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.

West LegalEdcenter will not provide accreditation for states not listed.

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This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.

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IMPORTANT!
This program is:

NOT AVAILABLE
FOR CLE CREDIT

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program, a generic
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Speakers:

•	Edward D. Brown - GreenspoonMarder, P.A.
•	Andrew Bechel - Greenspoon Marder LLP


	This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.