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Asset Protection Strategies (17WL21-14)

Description

It has become exceedingly difficult for business people, professionals,
and other individuals to conduct their affairs without exposure to the
hazards of litigation and creditors. There are many methods by which
individuals with significant assets at risk can legitimately protect
their personal net worth. This course is designed to provide the
participant an understanding of the techniques employed in protecting
assets.

Learning Objectives
  1. Gain insight into the methods used to protect and preserve a client's wealth during the client's lifetime.
Major Topics
  1. Introduction to asset protection planning
  2. Non-grantor irrevocable trusts
  3. Domestic asset protection trusts
  4. Foreign trusts
  5. Pension plans and IRAs
  6. Family partnerships
  7. Dynasty trusts
  8. Private annuities and self-canceling installment notes
Course Level
Basic
CPE Field of Study
TBD
Location
LIVE- ONLINE WEBCAST
Event Information
When
Nov 4, 2014
8:00 am - 3:30 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
8
Format
Webcast Replay

Register for this Event

Asset Protection Strategies (17WL21-14)


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