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Sample Pages

  • Table Of Contents
  • Sample Page 1
  • Sample Page 17
  • Sample Page 23
  • Sample Page 56

Asset Protection Planning: An Introduction (93-Page Book)

$ 46.00
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Description

See sample pages above for the complete Table Of Contents.  Alternatively, here are the main topics covered in this book:

I. Introduction
II. Fraudulent Transfer Issues
III. Traditional Forms of Asset Protection
IV. A Brief (And Selective) History Of Spendthrift (And Discretionary)
Trust Protections
V. Domestic Asset Protection (Self-Settled Trusts)
VI. Foreign Asset Protection Trusts
VII. Effectiveness Of And Challenges To Offshore Trusts
VIII. New Trends In Asset Protection With An Emphasis On Estate Planning
Asset Protection Audit Checklist

Related Form(s): links to related Forms on this site appear immediately after the below "Author" curriculum vitae.


Authors:
Mr. Gideon Rothschild
GIDEON ROTHSCHILD is a partner with the New York City law firm of
MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth
Preservation Group. He focuses his practice in the areas of domestic and
international estate planning techniques for high net worth clients and is a
nationally recognized authority on wealth preservation and offshore trusts.
Mr. Rothschild is the Vice-Chair of the Real Property Trust & Estate Law
Section of the American Bar Association, a Fellow of the American College of
Trust and Estate Counsel and Academician of The International Academy of Trust
and Estate Lawyers. He is the Immediate Past Chair of the New York Chapter of
the Society of Trust and Estate Practitioners (STEP), and a member of the
New York State Bar Association.

Mr. Rothschild is the co-author of the BNA Tax Management portfolio on
Asset Protection Planning and a member of the Advisory Boards of BNA’s
Tax Management and Trusts and Estates. . He has also authored numerous articles
for publications including the New York Law Journal, Trusts and Estates and Estate
Planning.

He has lectured frequently to professional groups including the University of
Miami’s Philip Heckerling Institute, the New York University Federal Tax Institute,
the New York State Bar Association, the American Bar Association, the Southern
Federal Tax Institute and the American Institute of Certified Public Accountants.
Mr. Rothschild has been designated as a Distinguished Estate Planner by the
National Association of Estate Planners and Councils and has earned the distinction
of being listed in Chambers USA ("in addition to his extensive experience in
domestic and international estate planning, is regarded by peers as ‘a leading
authority on asset protection’."), Best Lawyers in America, New York Superlawyers
(Top 100 in New York City in 2010 and 2012) and Worth’s Top 100 Lawyers.
Mr. Rothschild is also licensed as a Certified Public Accountant.

Mr. Daniel Rubin
DANIEL S. RUBIN is a partner in the Trusts and Estates and Asset Protection
practices of the New York City law firm of Moses & Singer LLP where he
concentrates his practice on domestic and international estate and asset protection
planning for high-net-worth individuals and their families.

Daniel has been named by Worth magazine as one of the "Top 100 Attorneys"
in the nation for private clients, by Law & Politics as a "New York Super
Lawyer" for 2007-2011, and by Best Lawyers - U.S. News & World Report as one
of The Best Lawyers in America® in the area of Trusts and Estates for 2009-2011.
Daniel is the co-author of the third edition of the Bureau of National Affairs’
Tax Management Portfolio on Asset Protection Planning, No. 810-3rd, and is a
Fellow of The American College of Trust and Estate Counsel, a member of the
Society of Trust & Estate Practitioners, Secretary of the Estate Planning Council
of New York and the co-chair of the International Planning Committee of the
New York State Bar Trust & Estate Section.

You may also be interested in the following form(s) and/or downloadable books:

Concerns About Beneficiaries Behavior Will Clause (2 Pages)

Concerns About Beneficiaries Behavior Will Clause (2 Pages)
$ 19.00

Asset Protection from the Claims of Creditors Clauses - 2 Clauses

Asset Protection from the Claims of Creditors Clauses - 2 Clauses
$ 19.00

21 Administrative Will Clauses (26 Pages)

21 Administrative Will Clauses (26 Pages)
$ 129.00

15 Dispositive Will Clauses (19 Pages)

15 Dispositive Will Clauses (19 Pages)
$ 129.00
 

 

 

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