This 90 Minute Presentation will enable estate planners to understand what has

occurred in recent case law, both in the US and in offshore jurisdictions which

can impact existing and future domestic and international Asset Protection Trusts,

and also Foundations and Offshore and Domestic LLCs 

 

Featuring exclusive clips from very interesting and important recent interviews:

• Denis Kleinfeld, Lawyer, Professor and Attorney for the Rensin Trust
• Leslie A. Share, International Tax Attorney at Packman Neuwahl Rosenberg
• Mario Novello, Trident Corporate Services, Inc
• Vibha Vallabh, General Counsel at Southpac Group
• Sam Gilling, Assistant Legal Counsel at Southpac Group

Attendees will also receive access to over three hours of additional interview footage!

Topics and resources to be provided will include the following:

 

1.  Discussion of the recent cases mentioned above, and other cases of interest

along with basic and intermediary terminology and concepts that all planners should

be familiar with.

 

2.  A review of offshore annuity planning, ala Resnin, and key offshore life policy

advantages when purchased by APT Trustees or others.    

 

3.  How the Full Faith and Credit Clause and US Supreme Court decision in 

Hansen v Denkla are being ignored and the possible long term impact. 

 

4.  APT trust provisions and strategies to provide belt and suspender 

protection, Jones clauses to prevent inadvertent tax or creditor evasion,

Cuba clause implication and other key structuring characteristics.    

 

5.  Using US and offshore Foundations and hybrid APTs, and how they can be taxed and

implemented to avoid offshore trust reporting requirements, with model language.  

 

6.  Client friendly explanation letters and charts.

 

7.  Ethical considerations.

 

7.  A survey of primary jurisdictions, and advantages and disadvantages thereof. 

 

8. Estate tax planning with the above entities, and using APT trusts to avoid the result of

Powell v Commissioner and to provide for possible Grantor access while being outside

of the Grantor's estate for estate tax purposes.

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.