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



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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


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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.



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