Asset Protection Planning Guide (CCH Tax Spotlight Series)

Featuring the insights and strategies of leading asset protection strategist, Barry S. Engel, the Asset Protection Planning Guide helps advisors master the multitude of asset protection planning vehicles available, understand the strengths and weaknesses of those vehicles, and achieve the goals of clients. The ideal reference for estate planning attorneys, trust officers, tax practitioners, financial planners, and other wealth planners, the Guide covers every aspect of asset protection planning -- describing the various asset protection plans, when to use them, why specific strategies are used, and which countries to go to for protection. It describes the complex mix of tools and techniques available to the planner in designing successful, solid plans -- offering a wealth of practical advice, helpful "how-to's" and practice tools, sample documentation language, and a sample trust.

This new edition reflects the most recent developments in asset protection planning.

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

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