Advanced Issues in Foreign Asset Protection Trusts - CLE, Continuing Legal Education - ALI
Advanced Issues in Foreign Asset Protection Trusts
  • Friday
  • November 30, 2012
  • 1:00 p.m. - 2:30 p.m. Eastern Standard Time
Register Now!

Available Online: | Coursebook

Why You Should Attend


Most estate planners and other wealth-planning practitioners today have at least a good working knowledge of asset protection planning principles.  But to take your planning practice to the next level, you need the most advanced and in-depth information about foreign asset protection trusts. 


This 90-minute accredited CLE program will do just that.  Featuring an experienced international panel, including well-known asset protection planning attorney Barry S. Engel, New Zealand barrister and professional trustee Reuben Tylor, and New Zealand barrister and professional trustee Antony Will, this practical audio webcast examines the specialized issues of foreign asset protection trusts and gives you advanced strategies for advising your clients in offshore asset protection planning.


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What You Will Learn


Topics include:

To Offshore or Not to Offshore: That is the Question - A Comparative Analysis of Statutory Provisions and Other Differences

An Analysis and Discussion of Key Clauses Under Offshore Asset Protection Trusts

Asset Protection Squared: Protecting the Operating Business or Professional Practice as the Next Step for the Client

Professionals Using Asset Protection Planning as a Supplement to Traditional Liability and Malpractice Insurance

Protective Measures by the Trustees When and If a Threat Develops

Foreign Trustee Meets Bankruptcy Trustee - Who Preempts Whom?

Contempt of Court Issues

From the Trenches: Comparing Results Under Reported Case Law and Results Under Unreported Cases


Join us live on Friday, November 30, 2012, via your phone or your computer. Corresponding course material may be downloaded or viewed online.  All registrants will be able to submit questions to the faculty via email throughout the program.


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Who Should Attend


Estate planning attorneys and other wealth planning practitioners.


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Planning Chair


Barry S. Engel, Engel & Reiman, Denver, CO


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Reuben W. Tylor, Cook Islands Trust Corporation Ltd., Rarotonga, Cook Islands

Antony B. Will, Cook Islands Trust Corporation Ltd., Rarotonga, Cook Islands


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Program Schedule


(All Times Eastern)

1:00 pm     Advanced Issues in Foreign Asset Protection Trusts

                         --Panel discussion

                         --Audience questions (submitted via email)

2:30 pm     Adjournment


Total 60-minute hours of instruction: 1.5; Total 50-minute hours of instruction: 1.8
For more information on CLE credits for a particular jurisdiction, click on the “Mandatory CLE Credit” link in the box titled, “Course Details,” at the top left of this web page.

Suggested Prerequisite: Experience in asset protection trust planning, particularly foreign asset protection trusts.

Educational Objective: To learn about current developments in offshore asset protection generally and offshore trusts asset protection trusts specifically.

Level of Instruction: Intermediate

Click Here for MCLE Credit Information

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Eastern: 1:00 pm - 2:30 pm

Central: 12:00 noon - 1:30 pm

Mountain: 11:00 am - 12:30 pm

Pacific: 10:00 am - 11:30 am

Alaska: 9:00 am - 10:30 am

Hawaii: 8:00 am - 9:30 am

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Course Details

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