Avatar

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!



Watch Now!
Recording and Slides are Available Here


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!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129* for this webinar. *plus applicable sales tax (if any)

Forgot Password?

To become a LISI member Click Here

Alan S. Gassman is a lawyer practicing in Clearwater, Florida with the law firm of Gassman, Crotty & Denicolo, P.A. Alan has a Post-Master's Degree (LL.M.) in taxation from the University of Florida, and is a board-certified trust and estate lawyer. Alan will speak on Creative Planning Using IRC Sections 199A and 1202 at the 44th Annual Notre Dame Tax & Estate Planning Institute in South Bend, Indiana on October 11th and 12th. The brochure on this year's Notre Dame Tax & Estate Planning Institute can be viewed at this link: 44th Annual Notre Dame Tax & Estate Planning Institute.



Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info
Avatar

Steve Siegel

January 22, 2021 1:00PM ET - 2:30PM ET ET

Portability: An Estate Planning Game-Changer

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

January 26, 2021 3:00PM ET - 4:30PM ET ET

PPP and EIDL Loan Rules Update and Review

More Info
Avatar

Bob Keebler

January 27, 2021 1:00 PM - 2:30 PM ET ET

How To Accurately Prepare the 2020 709 Gift Tax Return – Updated Class - Re-Broadcast

More Info
Avatar

Bobby Samuelson

January 28, 2021 3:00PM ET - 4:30PM ET

Making Sense of the Section 7702 Changes

More Info
Avatar Avatar Avatar

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 28, 2021 11:00P AM ET - 12:30 PM ET

Georgia Senate Election Results – Deep Dive PART 1 of 2 - Income Tax Planning - Rebroadcast

More Info
Avatar Avatar

Bob Keebler and Jere Doyle

January 28, 2021 1:00 PM ET - 2:30PM ET

REVIEW OF THE PROPOSED 2020 REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS - A Special Re-Broadcast prior to the new regulations applying to 2020 returns. Master the new law prior to tax season

More Info
Avatar Avatar Avatar

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 29, 2021 11:00P AM ET - 12:30 PM ET

Georgia Senate Election Results – Deep Dive PART 2 of 2 - Estate Planning to do NOW! - Rebroadcast

More Info
Avatar

Eric Green

February 4, 2021 3:00 PM ET - 4:30PM ET ET

Criminal Tax for Accountants

More Info
Avatar Avatar Avatar

Martin Shenkman Steve Gorin Joy Matak

February 5, 2021 3:00PM ET - 4:30PM ET ET

2020 Gift Tax Returns: Practical Tips How to Report Common 2020 Transactions

More Info
Avatar

Tom Miller

February 5, 2021 1:00PM ET - 2:30PM ET ET

Why Most Executive Bonus Programs Fail—and How to Fix the Problem

More Info
Avatar

Eric Green

February 19, 2021 3:00PM ET - 4:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

More Info
Avatar Avatar

Bruce Steiner Denise Appleby

February 19, 2021 1:00PM ET - 2:30PM ET ET

Practical Applications of the SECURE Act and The CARES Act: How to Identify and Implement Strategies for 2021 and After

More Info
Avatar

Eric Green

February 26, 2021 1:00PM ET - 2:30PM ET ET

Resolving Back Tax Debts: Offers-in-Compromise, Installment Agreements, Uncollectable Status and Bankruptcy

More Info
Avatar

Mark Merric

February 26, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 1: Capital Accounts Compared to Stock

More Info
Avatar

Eric Green

March 5, 2021 3:00PM ET - 4:30PM ET ET

Tax Liens & Tax Levies

More Info
Avatar

Mark Merric

March 26, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 2: Capital Accounts Compared to Stock

More Info
Avatar

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

More Info