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Global Asset Protection for a Dangerous World, by Joel Nagel

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Global asset protection reduced into 4 basic questions, by Joel Nagel:
1. What is Asset Protection and why do we do it?
2. What risks are we protecting ourselves from?
3. What are the benefits of International Asset Protection Planning?
4. What are the most common structures to achieve asset protection?

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Global Asset Protection for a Dangerous World, by Joel Nagel

  1. 1. Live & Invest in Panama February 22, 2018 Panama City, Panama Global Asset Protection for a Dangerous World By Joel Nagel ©CopyrightJMNagel2018
  2. 2. Nagel & Associates, LLC 409 Broad Street ~ Suite 204 Sewickley, Pennsylvania 15143 Joel M. Nagel, Esquire
  3. 3. Free Reports Be sure to sign up to receive my free reports “15 Global Strategies to Protect Your Wealth” “20 Frequently Asked Questions on International IRAs”
  4. 4. Four questions I’d like to answer over the next 50 minutes. (see full video of presentation on YouTube) 1. What is Asset Protection, why do we do it? 2. What risks are we protecting ourselves from? 3. What are the benefits of International Asset Protection planning? 4. What are the most common structures to achieve asset protection?
  5. 5. What is Asset Protection ? Protect What is Yours
  6. 6. Asset Protection is Not a Scheme to Evade Taxes
  7. 7. Hide & Seek
  8. 8. Show & Tell
  9. 9. General Sun Tzu “The Art of War”
  10. 10. Physical Risks
  11. 11. Economic Risks
  12. 12. Taxation Risks
  13. 13. Litigation Risks
  14. 14. A Level Playing Field ?
  15. 15. Why International Asset Protection ? a. No Recognition of US Judgments b. Bright Line Test c. Elimination of Statute of Frauds d. Bond Requirement
  16. 16. Jurisdictional Benefits Pro “Defense” Legal System
  17. 17. Tax Benefits IRC Section 911 Provides $99,200 Foreign Earned Income Exclusion $15,872 Housing Exclusion ~~~~~~~~~~~~~~~ $115,072 Total Maximum Exclusion
  18. 18. Privacy Benefits ∞ Bank Secrecy Laws ∞ Corporate Secrecy Laws IBCs, Bearer Instruments ∞ Trust & Foundation Laws
  19. 19. Estate Benefits ∞ Rule Against Perpetuities ∞ Maximum Control from Beyond the Grave ∞ Flexible Individualized Life Insurance Policies ∞ Avoid Probate and Forced Heirship Rules
  20. 20. Most Common Structures & Strategies 1. Trusts a) Revocable b) Irrevocable 2. Foundations 3. Corporations 4. Insurance 5. Non Reportable Foreign Assets 6. Foreign Residency 7. Debt The Story of Two Kings
  21. 21. The King of Rock n Roll
  22. 22. The King of Silver
  23. 23. The Final Asset
  24. 24. General Sun Tzu “The Art of War”
  25. 25. Conference Special Personal Asset Protection Plan Special discount for Live & Invest Overseas conference attendees $5,000.00 USD
  26. 26. Get a paperless Nagel & Associates, LLC firm packet http://www.nagellaw.com/presentations.aspx

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