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Asset Protection Planning 2018 Edition

This is essential resource details steps attorneys must take to protect their clients' assets.
  • Product ID: 18ASSETPPU
  • Formats:
    • Handbook
    • E-book


This handbook is a valuable guide in helping an attorney choose the most effective means for protecting a client’s assets. It provides a thorough and highly informative resource for both seasoned planners and those who are still learning the foundations of a solid practice. Topics covered include practical and ethical considerations including civil liability, criminal liability, and disciplinary actions; fraudulent transfers with in-depth discussions on §548 of the Bankruptcy Code and the Uniform Fraudulent Transfer Act; bankruptcy issues under the Bankruptcy Abuse Prevention and Consumer Protection Act, including the bankruptcy estate, exclusions, and exemptions; protecting family assets before, during, and after marriage and from third-party creditors and claims; drafting considerations for trusts, including a new, comprehensive discussion on trust protectors; protecting business assets with discussions on protecting individuals from business liabilities and protecting businesses from individual liabilities; asset protection during estate and trust administration; and onshore trusts with discussions on issues relating to domestic asset protection trusts. Also included are discussions on the following categories of planning for exempt assets: 529 plans, life insurance, annuities, qualified plans and individual retirement accounts, and primary residence. This handbook also discusses perpetuities provisions, powers of appointment, trustee succession considerations, and trustee powers. Forms and samples include a general spendthrift clause, termination letter, notice to possible creditors, qualified disclaimer of assets, and multiple examples of trust provisions.

General Editors:
James M. Lestikow, Hinshaw & Culbertson LLP, Springfield, and Stuart J. Kohn, Levenfeld Pearlstein, LLC, Northbrook

Chapter 1 — Why Is Asset Protection Planning Important?
Kathleen Eggers Buchar, Northern Trust Corporation, and Ronald Schreiber, Seyfarth Shaw LLP, Chicago

Chapter 2 — Practical and Ethical Considerations
James M. Lestikow, Hinshaw & Culbertson LLP, Springfield

Chapter 3 — Fraudulent Transfers
Elizabeth B. Vandesteeg, Sugar Felsenthal Grais & Helsinger LLP, and Jamie L. Burns, Levenfeld Pearlstein, LLC, Chicago

Chapter 4 — Bankruptcy Issues Under the Bankruptcy Abuse Prevention and Consumer Protection Act
James E. Morgan, Howard & Howard Attorneys, PLLC, Chicago

Chapter 5 — Protecting Family Assets
Janet Rae Montgomery, Daluga & Boland, LLC, Chicago

Chapter 6 — Drafting Considerations for Trusts
Sheri E. Warsh, Levenfeld Pearlstein, LLC, Chicago

Chapter 7 — Planning for Exempt Assets
Margot Gordon and Amy E. Orlando, Monahan Law Group, LLC, Chicago

Chapter 8 — Protecting Business Assets
Steven L. Kriz, Daluga & Boland, LLC, Chicago

Chapter 9 — Asset Protection During Estate and Trust Administration
Jeffrey M. Bergman, Charles Schwab & Co., Inc., and Kim A. Kamin, Gresham Partners, LLC, Chicago

Chapter 10 — Domestic Asset Protection Trusts
Kim A. Kamin, Gresham Partners, LLC, and Kristen Hosack Pace, Schiff Hardin LLP, Chicago

Chapter 11 — Using Offshore Trusts for Asset Protection Planning
William A.Ensing, Ensing Law Firm, Ltd., Lake Forest


Available only for members that have purchased this product.

  • Click to Download ZIP File Containing E-book Formats
    Asset Protection Planning 2018 Edition E-book


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