Program Details

Engel on Asset Protection Planning 2010: Part 2: Day-To-Day Operations of the Plan; Administration to Maintain the Plan's Integrity

Content Partner:  Celesq AttorneysEd Center
Price: $159.00*
This program is no longer available.

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


Part I of the series.

Part III of the series.

Asset protection practitioners, their clients, and their client’s trustees need to understand how to properly fund and then administer an integrated estate planning trust (“IEPT”) on a day-to-day basis in order to assist with maintaining the plan’s integrity in the event the plan is ever challenged, whether in litigation or otherwise. In the second of his new 3-part series, Barry Engel covers the following topics:
• federal and foreign tax compliance and reporting
• anti-money laundering compliance
• trustee and third-party due diligence
• documenting property transfers
• the differences between, and properly documenting, outright distributions and loans
• the payment of taxes due on phantom income from an IEPT
• whether real estate should be held in an integrated estate planning structure
• advising on where in the overall structure title to property should be transferred
• refinancing mortgages
• suggestions on how to protect one’s professional practice or operating business as part of the overall integrated estate plan
• the creation of additional trusts by already-existing IEPTs
• annual meetings of trustees and advisors

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 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.

Practice Areas: Bankruptcy & Creditors Rights, Corporate & Securities, Estate Planning & Probate, International Law & Global Trade, Tax Law
Online Media Type: Audio
Production Date: 05/18/2010 12:00 PM EDT
Level: Intermediate
Category: Standard
Duration: 1 Hours, 0 Minutes
Online Format: Live

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. 

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

People who bought this program also bought:
There are no current recommendations
E-mail a colleague about this program.
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.
Barry S. Engel - Principal, 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.

Page Disclaimer
No page disclaimer found.
Home |  Search |  CLE Requirements |  Site Map
Content Partners |  Technical Requirements |  Help |  Contact Us
About Us |  Privacy Statement
RSS Feeds RSS Feeds
© 2019 Thomson Reuters