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Asset Protection Planning 2025 Edition (COMING SOON)

PRE-ORDER This valuable guide assists attorneys in choosing the most effective means for protecting a client’s marital, family, and business assets.

PRE-ORDER

This handbook covers the ways in which a client’s financial property can be preserved. Discussions include practical and ethical considerations; potential civil and criminal liability and disciplinary actions; fraudulent transfers with in-depth discussions on §548 of the Bankruptcy Code and the Uniform Fraudulent Transfer Act; and bankruptcy issues under the Bankruptcy Abuse Prevention and Consumer Protection Act (such as the bankruptcy estate, exclusions, and exemptions; protecting family assets before, during, and after marriage; and issues with third-party creditors and claims). Also covered are drafting considerations for trusts; business assets (with discussions on protecting individuals from business liabilities and protecting businesses from individual liabilities); and offshore trusts. Discussions on perpetuities provisions, powers of appointment, trustee succession considerations, and trustee powers are also included. Forms and sample language provisions include a termination letter and multiple examples of trust provisions.

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

Sandra M. Schildgen, Wilson & Wilson Estate Planning & Elder Law LLC, LaGrange

Chapter 3 — Fraudulent Transfers

James E. Morgan, Howard & Howard Attorneys, PLLC, Chicago

Chapter 4 — Bankruptcy Issues Under the Bankruptcy Abuse Prevention and Consumer Protection Act

James E. Morgan and Tejal S. Desai, Howard & Howard Attorneys, PLLC, Chicago

Chapter 5 — Protecting Family Assets

Steven L. Kriz and Alyx P. Durachta, Levenfeld Pearlstein, LLC, Chicago

Chapter 6 — Drafting Considerations for Trusts

Brian M. Bentrup,Alfred S. Lee, and Hannah L. Werner, MacDonald, Lee & Senechalle, Ltd., Hoffman Estates

Chapter 7 — Planning for Exempt Assets

A. Margot Gordon and Amy E. Orlando, Monahan Law Group, LLC, Chicago

Chapter 8 — Protecting Business Assets

Steven L. Kriz, Levenfeld Pearlstein, LLC, and Stephanie N. Rydel, Katten Muchin Rosenman LLP, Chicago

Chapter 9 — Domestic Asset Protection Trusts

Jeffrey A. Zaluda and Shannon Miloch, Kilpatrick Townsend & Stockton LLP, Chicago

Chapter 10 — Using Offshore Trusts for Asset Protection Planning

William A. Ensing and Linda S. Fine, Buckley Fine, LLC, Barrington

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      PRE-ORDER

      This handbook covers the ways in which a client’s financial property can be preserved. Discussions include practical and ethical considerations; potential civil and criminal liability and disciplinary actions; fraudulent transfers with in-depth discussions on §548 of the Bankruptcy Code and the Uniform Fraudulent Transfer Act; and bankruptcy issues under the Bankruptcy Abuse Prevention and Consumer Protection Act (such as the bankruptcy estate, exclusions, and exemptions; protecting family assets before, during, and after marriage; and issues with third-party creditors and claims). Also covered are drafting considerations for trusts; business assets (with discussions on protecting individuals from business liabilities and protecting businesses from individual liabilities); and offshore trusts. Discussions on perpetuities provisions, powers of appointment, trustee succession considerations, and trustee powers are also included. Forms and sample language provisions include a termination letter and multiple examples of trust provisions.

      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

      Sandra M. Schildgen, Wilson & Wilson Estate Planning & Elder Law LLC, LaGrange

      Chapter 3 — Fraudulent Transfers

      James E. Morgan, Howard & Howard Attorneys, PLLC, Chicago

      Chapter 4 — Bankruptcy Issues Under the Bankruptcy Abuse Prevention and Consumer Protection Act

      James E. Morgan and Tejal S. Desai, Howard & Howard Attorneys, PLLC, Chicago

      Chapter 5 — Protecting Family Assets

      Steven L. Kriz and Alyx P. Durachta, Levenfeld Pearlstein, LLC, Chicago

      Chapter 6 — Drafting Considerations for Trusts

      Brian M. Bentrup,Alfred S. Lee, and Hannah L. Werner, MacDonald, Lee & Senechalle, Ltd., Hoffman Estates

      Chapter 7 — Planning for Exempt Assets

      A. Margot Gordon and Amy E. Orlando, Monahan Law Group, LLC, Chicago

      Chapter 8 — Protecting Business Assets

      Steven L. Kriz, Levenfeld Pearlstein, LLC, and Stephanie N. Rydel, Katten Muchin Rosenman LLP, Chicago

      Chapter 9 — Domestic Asset Protection Trusts

      Jeffrey A. Zaluda and Shannon Miloch, Kilpatrick Townsend & Stockton LLP, Chicago

      Chapter 10 — Using Offshore Trusts for Asset Protection Planning

      William A. Ensing and Linda S. Fine, Buckley Fine, LLC, Barrington

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      Media TypePublications
      CategoryEstate Planning & Probate
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