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Asset Protection Planning 2025 Edition

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

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?
Ronald Schreiber, Seyfarth Shaw, LLP, and Kathleen Eggers Buchar, Northern Trust Company, 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, Jr. 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
Margot Gordon and Amy E. Orlando, Monahan Law Group, LLC, Chicago

Chapter 8 — Protecting Business Assets
Steven L. Kriz, Jr. and Stephanie N. Ross, Levenfeld Pearlstein, LLC, Chicago

Chapter 9 — Domestic Asset Protection Trusts
2025 Update by: Jeffrey A. Zaluda and Shannon B. 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

Handbook
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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?
Ronald Schreiber, Seyfarth Shaw, LLP, and Kathleen Eggers Buchar, Northern Trust Company, 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, Jr. 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
Margot Gordon and Amy E. Orlando, Monahan Law Group, LLC, Chicago

Chapter 8 — Protecting Business Assets
Steven L. Kriz, Jr. and Stephanie N. Ross, Levenfeld Pearlstein, LLC, Chicago

Chapter 9 — Domestic Asset Protection Trusts
2025 Update by: Jeffrey A. Zaluda and Shannon B. 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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