Asset Protection Strategies, 2009 Edition (with CD)

This book is designed to be of use to all professionals involved in the asset protection plan, including attorneys, accountants, and financial planners among others. The subjects covered are those that the planner must consider when properly preparing an asset protection plan. The first part of the book covers fraudulent conveyance concepts, applicable rules and strategies concerning the planners choice of an appropriate business entity, use of domestic and foreign trusts, re-titling assets into various forms of concurrent ownership, exemption planning, compliance rules concerning foreign bank accounts, and IRS enforcement of its tax claims. Also discussed is the impact of the 2005 Bankruptcy Bill on the choice of trusts and planning strategies. The second part discusses forms that planners may use to effect asset protection plans and to provide planners with authoritative, yet practical and pragmatic guidance concerning the use of such forms. The accompanying CD provides the forms in a readily usable format.