International Estate and Asset Protection Planning

Attorneys: Elizabeth Schurig, Amy Jetel, Carolyn Beckett, Michelle Rosenblatt, Morgan Barsi
Practice Managers: Jennifer Anthony, Julie Jones
Paralegals: Cheryl Basheer, Emily Collins, Dyung Sellers
Related Practice Area

Resources

Estate and Gift Tax Rules for Non-Citizen Spouses | read more |

 

 


Overview of Selected Jurisdictions | read more |

 

 

 

Publications

Elizabeth M. Schurig, Amy P. Jetel, and Michelle U. Rosenblatt, "Federal Attempts to Close Offshore Tax 'Loopholes' -- Necessity or Nuisance?" | read more |

 

 


Amy P. Jetel, "What is a Fideicomiso?" Trusts & Estates (April 2009) | read more |

 

 


Amy P. Jetel, "When Foreign Trusts are Non-Grantor," Trusts & Estates (April 2008)
| read more |

 



Elizabeth M. Schurig, “Current Issues and Trends Affecting Offshore Asset Protection Trusts” | read more |

 



Elizabeth M. Schurig, “Asset Protection: Dead or Alive under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005?” | read more |

 



Elizabeth M. Schurig, Amy P. Jetel, and Eric J. Carter, “An Overview of Asset Protection in Texas” | read more |

 



Amy P. Jetel, “Are Business Entities a Viable Option for Personal Asset Protection?”
| read more |

 



Elizabeth M. Schurig, Amy P. Jetel, and Carolyn M. Beckett, “Foreign Reporting: Get It Right,” Trusts and Estates (July 2006) | read more |

 

 


Elizabeth M. Schurig and Amy P. Jetel, "The Alarming Potential for LLC Dissolution by a Member’s Personal Creditors," Probate & Property, (May/June 2006) | read more |

 

 


Elizabeth M. Schurig and Amy P. Jetel, "A Charging Order is the Exclusive Remedy Against a Partnership Interest: Fact or Fiction?" Probate & Property, (November/December 2003)
| read more |

 



Elizabeth M, Schurig and Amy P. Jetel, "A Closer Look at U.S. Asset Protection Trusts", Asset Protection Strategies Vol. II (Alexander A. Bove, Jr., ed., ABA Section of Real Property, Probate and Trust Law; 2005) | ordering information |

 

 

Elizabeth M. Schurig and Duncan E. Osborne, Asset Protection: Domestic and International Law and Tactics (four volumes, Thomson/West Group, updated quarterly)
| ordering information |

 

 

Elizabeth M. Schurig, "Jurisdictional Considerations in Establishing a Protective Trust" (presented at the 14th Annual ABA Real Property, Probate & Trust Law Spring Symposia, New York, New York, April 2003; also presented at the International Bar Association's 9th Annual International Wealth Transfer Practice Conference, (New York, New York; December 2003) | read more |

 

 

Elizabeth M. Schurig, "Demystifying Taxation of the Foreign Trusts-The Workings of Internal Revenue Code Sections 679 and 684," Asset Protection Journal, (Summer 2002)
| read more |

 

 


Leslie C. Giordani and Elizabeth M. Schurig, "Offshore Asset Protection for United States Clients" | read more |

 

 



Elizabeth M. Schurig and Duncan E. Osborne, "What ACTEC Fellows Should Know About Asset Protection," (ACTEC Notes, Spring 2000) (Reprint of ACTEC Notes, Volume 25, No. 4, Spring 2000) | read more |

 

 



Elizabeth M. Schurig and Duncan E. Osborne, "Asset Protection Trusts: Impact of Recent Case Law," Journal of Asset Protection, (November/December 1999) | read more |