Ch. 5: Asset Protection Litigation
Ch. 5: Asset Protection Litigation
Asset Protection and Secrecy
Synopsis: Discusses why secrecy should be relied upon in asset protection planning.
Privileges and Immunities
Synopsis: Discusses exceptions to attorney-client privilege, accountant-taxpayer privilege, and work product immunity.
Marketing Materials of the Promoter
Synopsis: Discusses how the marketing materials of the asset protection planner can be used against the debtor to establish intent and motive.
Duties of the Planner
Synopsis: Discusses the role of the planner in litigation involving the asset protection plan, and how a creditor may attempt to leverage the planner against the debtor.
Thinking Outside the Box versus Being Caught Outside the Box
Synopsis: Discusses how creditors may adopt radical and unforeseen solutions to cut through asset protection plans.
Asset Protection and Secrecy
Synopsis: Discusses why secrecy should be relied upon in asset protection planning.
Privileges and Immunities
Synopsis: Discusses exceptions to attorney-client privilege, accountant-taxpayer privilege, and work product immunity.
Marketing Materials of the Promoter
Synopsis: Discusses how the marketing materials of the asset protection planner can be used against the debtor to establish intent and motive.
Duties of the Planner
Synopsis: Discusses the role of the planner in litigation involving the asset protection plan, and how a creditor may attempt to leverage the planner against the debtor.
Thinking Outside the Box versus Being Caught Outside the Box
Synopsis: Discusses how creditors may adopt radical and unforeseen solutions to cut through asset protection plans.
Labels: asset protection, asset protection promoter, attorney-client privilege, outside the box, secrecy
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