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
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
Introduction to asset protection planning
Non-grantor irrevocable trusts
Domestic asset protection trusts
Foreign trusts
Pension plans and IRAs
Family partnerships
Dynasty trusts
Private annuities and self-canceling installment notes