Program Details

Estate Planning Strategies and Asset Protection Designs for Clients in High Risk Business Operations

Content Partner:  Celesq AttorneysEd Center
Price: $159.00*
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Edward D. Brown and Barbara Ann Dalvano discuss estate planning strategies and asset protection designs for clients in high risk business operations. Topics include:

1. What is the best way to own the primary residence/vacation home?

2. Should mutual funds be jointly owned by spouse?

3. Life insurance naming "Estate" as the beneficiary

4. Retirement and IRA accounts

5. Business entity and co-owners

6. What is the best way to hold business interests?

7. Nevada vs. Colorado Trust-Level I Planning

8. Third-party trusts

9. Protecting the hard assets-stripping the equity

10. Protection at the LLC/PC level-Level II planning



Edward D. Brown, Esq. is a principal in the firm Engel & Reiman pc. Mr. Brown, who holds a Master of Laws in Taxation and is also a Certified Public Accountant, specializes in business transactions and planning, taxation and estate planning. He has authored numerous articles on a variety of legal topics appearing in publications such as the Journal of Taxation, Journal of International Taxation, The Tax Adviser, Asset Protection Journal and The Colorado Lawyer and he also speaks frequently to professional organizations on a wide range of legal subjects.


Barbara Ann Dalvano, Esq., Engel & Reiman pc., has more than 20 years of experience advising clients on tax-oriented estate and wealth transfer planning matters; business succession and commercial transactions (including the purchase and sale of businesses). Ms. Dalvano, who also holds a master's degree in taxation, was recently elected a Fellow of the American College of Trust and Estate Counsel and served as chair of the Trust and Estate Section of the Colorado Bar Association. She frequently writes and speaks on issues regarding estate and business succession planning issues.

Practice Areas: Business Organizations & Contracts, Corporate & Securities, Corporate Governance, Estate Planning & Probate, International Law & Global Trade, Real Estate Law, Tax Law
Online Media Type: Audio
Production Date: 11/06/2008 12:00 PM EST
Level: Intermediate
Category: Standard
Duration: 1 Hours, 0 Minutes
Online Format: Live

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Total Credits: 1
Specialty Credits: 
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Edward D. Brown - Principal, Engel & Reiman PC
Barbara Ann Dalvano, Esq. - Engel & Reiman PC
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.

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