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DAPT Subcommittee

DAPT Articles Index

1.   Barry S. Engel, Self-settled Trusts for Asset Protection in Colorado,  CLE in Colo., Inc. 2009 Tr. & Est. Update (2009).

2.   Brown, Edward D. & Eric R. Kaplan, Orange Book Chapter 16 IRREVOCABLE TRUSTS 2011 (pre?publication draft).

3.   David G. Shaftel, A Comparison of the Various State Domestic Asset Protection Trust Statutes (pt. 1) 35 Est. Plan. Mag. 3 (March 2008), Variations in State Domestic Asset Protection Trust Statutes Compared (pt. 2) 35Est. Plan. Mag. 14 (April 2008)

4.   Duncan E. Osborne & Jack E. Owen, Jr., Seminar D: Ethical, Civil, Criminal and Bankruptcy Issues Related to Asset Protection Trusts:  The Case For Asset Protection Planning, ACTEC 2003 Ann. Meeting 1 (2003).

5.   Mark S. Poker, Asset Protection Planning, ALI-ABA Course of Study / Est. Plan. in Depth 169 (2009).

6.   Frederick J. Tansill, Asset Protection Planning: Planning Strategies for the Protection of Family Assets from Claims of Creditors and Other Predators, ALI-ABA Course of Study / Est. Plan. in Depth 271 (2010).

7.   John A. Terrill, II, Asset Protection Planning Onshore, Offshore or Unsure?, power point presentation materials, [accompanying article] Charles D. Fox, IV, Basic Asset Protection Planning, [unknown ACTEC CLE] 1 (2008).

8.   John A. Terrill, II, Fraudulent Transfers, ACTEC Stand?Alone CLE Session (2008).

9.   Charles D. Fox, IV, Domestic Asset Protection Trusts, [unknown ACTEC CLE] 1 (2008).

10.Gideon Rothschild, Keeping Wealth in the Family, Private Wealth Mag. Nov/Dec 2009 at 49 (advance summary of his 2010 Heckerling presentation).

11.Charles D. Fox, IV & Thomas W. Abendroth, Outright Does Not Always Mean Outright, 32 ACTEC J. 308 (2007).

12.Patrick Phancao, Domestic Asset Protection as a Wealth Planning Tool, 5 WealthCounsel Q. April 2011, at 1.

13.Daniel S. Rubin, Irrevocable Trusts Under Attack: The Domestic Relations Angle, ALI-ABA Est. Plan. Course Materials J. 3 (2009).

14.Adam J. Hirsch, Fear Not the Asset Protection Trust, 27 Cardozo L. Rev. 2685 (2006).

15.Kristen E. Simmons & Steven J. Oshins, Simmons & Oshins on SB 221: Nevada Passes Updates to Self-Settled Spendthrift Trust Laws, Steve Leimberg’s Asset Protection Planning Email Newsletter, Archive Message #177 (June 11, 2007).

16.Duncan E. Osborne, Asset Protection Planning 29?49, 132 ?142 (unknown).

17.Duncan E. Osborne & John A. Terrill II, Fundamentals of Asset Protection Planning, 13 ACTEC J. 319 (2006).

18.Gideon Rothschild, Asset Protection Planning (With Audit Checklist), ALI-ABA Est. Plan. Course Materials J. 25 (2009).

19.12 DAPT Statutes and recent amendments


Merric Email re why Colorado repealed utc 04-05-04

Millard November 2004 Uniform Trust Code excerpt

Shaftel DAPT Comparison 2010


Baird Brown Articles 2011

Asset Protection- ACTEC 2008 Protection Basics

Asset Protection-ACTEC 2008- Domestic Asset ProtectionTrusts by Charles Fox

Asset Protection- Keeping Wealth in the Family by Rothschild 2009

Asset Protection-Outright Doesn't Always Mean Outright by Charles Fox 2007

ALI-ABA 2009 Asset Protection Planning

Research-ACTEC Journal Spring 2006- Asset Protection Osborne

Domestic Relations and Creditor Protection

Rothschild 2009 Asset Protection and Checklist

ACTEC Osborne 2003 Ethics

ALI-ABA 2010 Asset Protection

Trust & Estate Update Asset Protection Engel