Publications
International Estate and Asset Protection Planning
Amy P. Jetel, "When Foreign Trusts are Non-Grantor," Trusts & Estates (April 2008)
Article
Elizabeth M. Schurig, “Current Issues and Trends Affecting Offshore Asset Protection Trusts”
Article
Elizabeth M. Schurig, “Asset Protection: Dead or Alive under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005?”
Article
Elizabeth M. Schurig, Amy P. Jetel, and Eric J. Carter, “An Overview of Asset Protection in Texas”
Article
Amy P. Jetel, “Are Business Entities a Viable Option for Personal Asset Protection?”
Article
Elizabeth M. Schurig, Amy P. Jetel, and Carolyn M. Beckett, “Foreign Reporting: Get It Right,” Trusts and Estates (July 2006)
Article
Elizabeth M. Schurig and Amy P. Jetel, "The Alarming Potential for LLC Dissolution by a Member’s Personal Creditors," Probate & Property, (May/June 2006)
Article
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)
Article
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)
Article
Elizabeth M. Schurig, "Demystifying Taxation of the Foreign Trusts-The Workings of Internal Revenue Code Sections 679 and 684," Asset Protection Journal, (Summer 2002)
Article
Leslie C. Giordani and Elizabeth M. Schurig, "Offshore Asset Protection for United States Clients"
Article
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)
Article
Elizabeth M. Schurig and Duncan E. Osborne, "Asset Protection Trusts: Impact of Recent Case Law," Journal of Asset Protection, (November/December 1999)
Article
Leslie C. Giordani and Duncan E. Osborne, "Will the Alaska Trusts Work?" Journal of Asset Protection, (September/October 1997)
Article
Private Placement Life Insurance Planning
Leslie C. Giordani and Michael H. Ripp, Jr., "Private Placement Life Insurance Planning," ALI-ABA Estate Planning Course Materials Journal, (June/August 2006)
Article Part One,
Article Part Two
Leslie C. Giordani and Amy P. Jetel, "Investing in Hedge Funds Through Private Placement Life Insurance," The Journal of Investment Consulting, (Winter 2003/2004)
Article
Leslie C. Giordani, "Recent Developments Affecting Hedge Fund Investing Through Private Placement Life Insurance," The Insurance Tax Review, Special Report, (October 2003)
Article
Domestic Estate Planning
Elizabeth M. Schurig, “Asset Protection: Dead or Alive under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005?”
Article
Elizabeth M. Schurig, Amy P. Jetel, and Eric J. Carter, “An Overview of Asset Protection in Texas”
Article
Amy P. Jetel, “Are Business Entities a Viable Option for Personal Asset Protection?”
Article
Elizabeth M. Schurig and Amy P. Jetel, "The Alarming Potential for LLC Dissolution by a Member’s Personal Creditors," Probate & Property, (May/June 2006)
Article
Amy P. Jetel, "Texas Marital Property Law 101"
Article
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)
Article
Elizabeth M. Schurig and Steve R. Akers, "Family Limited Partnerships"
Article
Probate, Trust and Estate Administration
Steven J. Tackett, "Audit Roulette: Round and Round We Go - How to Survive an Estate Tax Audit,” presented at the State Bar of Texas 25th Annual Advanced Estate Planning and Probate Course, (Houston, Texas; June 2001)
Article
Tax and Entity Planning
Elizabeth M. Schurig, “Asset Protection: Dead or Alive under the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005?”
Article
Amy P. Jetel, “Are Business Entities a Viable Option for Personal Asset Protection?”
Article
Elizabeth M. Schurig and Amy P. Jetel, "The Alarming Potential for LLC Dissolution by a Member’s Personal Creditors," Probate & Property, (May/June 2006)
Article
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)
Article
Elizabeth M. Schurig and Steve R. Akers, "Family Limited Partnerships"
Article
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