Asset Protection Planning Guide (2nd Edition)

Table Of Contents


This practical resource covers every aspect of this complex area,
giving users the security of knowing they'll be well informed as they help

Topics covered include:

  • What Is Asset Protection Planning?
  • Asset Protection Planning and Fraudulent Transfer Law
  • Gifting as a Planning Tool
  • Joint or Concurrent Ownership as a Planning Tool
  • Exemptions as a Planning Tool
  • Foreign Annuities and Foreign Insurance Products
  • Family Limited Partnerships as a Planning Tool
  • Insurance as a Planning Tool
  • Domestic Trusts as a Planning Tool
  • Alternative Tools Under Other Legal Systems
  • Foreign Asset Protection Trusts as a Planning Tool
  • Expatriation as an Asset Protection Tool
  • Protection of Retirement Benefits
  • Ethical, Civil, and Criminal Considerations for the Asset Protection Planner

The Guide includes numerous practice tools, including:

  • The Engel Ladder of Asset Protection Vehicles
  • Model Foreign Asset Protection Trust Structures
  • Asset Protection Control/Benefit Scale
  • Sample Documentation Language
  • Sample Trust Agreement
  • Sample Fee Agreement.