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
Presenter(s):
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.
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