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Asset Protection Strategies

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. To allow the practitioner to 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
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Specialized Knowledge and Applications*
4
Who Should Attend

CPAs, financial planners, attorneys

Instructor(s)
Anthony Rocca
Prerequisites
None
Location
 
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
View in Google Maps
Event Information
When
Nov 9, 2016
8:00 am - 3:30 pm EST
Location
MACPA Columbia Center
10280 Old Columbia Rd
Columbia, MD 21046 US
Total CPE Credits
8
Format
In-Person + Live Stream

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$395.00
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Asset Protection Strategies


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