Building Asset Protection Into Estate Plans: Critical Tax Law Issues and Methods for Guarding Assets
Tax Planning, Preventing Fraudulent Transfers, Using LLCs and Partnerships, Issues in Estate Administration
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide estates and trusts attorneys an in-depth analysis of available methods of building asset protection into estate plans under current tax law. The panel will discuss pitfalls to avoid in accord with current tax rules, approaches to guard assets, fraudulent transfers, and using LLCs and limited partnerships. The panel will also discuss maximizing exempt assets, effectively using powers of appointment, and beneficiary asset protection considerations.
Outline
- Tax rules impacting asset protection planning
- Methods for guarding assets
- Use of trusts and critical provisions
- Use of LLCs and partnerships
- Maximizing exempt assets
- Avoiding fraudulent transfers
- State law developments and considerations for trusts and estates counsel
Benefits
The panel will review these and other key issues:
- What tax law rules have a significant impact on building asset protection in estate plans?
- What are the most effective techniques for guarding assets?
- What transactions are subject to the fraudulent transfer rules and methods to avoid them?
- What are the state law considerations?
Faculty
K. Eli Akhavan
Senior Counsel
Norton Rose Fulbright US
Mr. Akhavan focuses his practice on domestic and international estate, asset protection and tax planning for high... | Read More
Mr. Akhavan focuses his practice on domestic and international estate, asset protection and tax planning for high net-worth individuals and their families. His clients include executives, real estate owners and professionals, nursing home operators, professional athletes, entrepreneurs, owners of closely-held businesses and hedge fund and private equity professionals. Additionally, Mr. Akhavan represents family offices in their tax, estate and business succession planning needs. He is a is a widely published author and frequent speaker on estate planning issues.
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Howard Neiswender
Shareholder
Sirote & Permutt
As a member of our Private Clients, Trusts and Estates Practice Group, Mr. Neiswender provides comprehensive wealth... | Read More
As a member of our Private Clients, Trusts and Estates Practice Group, Mr. Neiswender provides comprehensive wealth planning for individuals and business owners. His representative work includes the use of innovative tax planning strategies and working with business owners to coordinate their business planning and their personal planning. Mr. Neiswender also works with United States and foreign individuals and businesses in all areas of international planning.
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