An Attorney's Guide to Asset Protection Training Class

Course ID: 13168

An Attorney's Guide to Asset Protection Training Seminar

Preserve Your Clients' Financial Security

Protecting your clients' assets is like bullet-proofing their future. Not only are you helping them preserve what they have, but you are protecting them from potential attacks! Are you up to speed on all of the ways to help your clients? This informative seminar will give you the tools you need to protect your clients' assets into the future!

During this one day course, you will examine estate planning from a top level perspective and get tips on how to protect assets from predators, including spouses! You will also dive into tax issues that you need to be aware of including elimination of federal estate tax.

Don't miss your opportunity to sharpen your protection skills.

Find out what asset protection techniques are and what they are not.
Understand the limitations of asset protection planning and limitations on use of state law exemptions.
Learn ways to reject fraudulent claims and take action against predators.
Discover how trusts are used as safeguards against creditors.
Advance your understanding of life insurance and annuities as asset protection vehicles.
Identify potential litigants so you can put together the best gameplan for your client.
Take a look at available options for eliminating federal estate, inheritance and gift tax.
Learn the importance of basic transfers prior to death.
Discuss the advantages when splitting the main residence into credit exemption and estate tax portions.
See the theory put to work through a discussion of asset protection planning techniques for various professionals.


	Agenda
	AN INTRODUCTION TO ASSET PROTECTION PLANNING Jonathan E. Gopman, 8:30 - 9:15 Asset Protection Techniques: What They Are and Are Not Determining the Hierarchy of Available Strategies for Each Situation Goals of Asset Protection Planning LIMITATIONS OF ASSET PROTECTION PLANNING Jonathan E. Gopman, 9:15 - 10:15 Understanding Fraudulent Transfer Laws Remedies for Creditors Under Fraudulent Conveyance (Transfer) Acts Classes of Creditors (Present and Future) Protected Definition of Intentional and Constructive Fraud Limitations on Use of State Law Exemptions Foreclosure of Charging Orders FOREWARNED IS FOREARMED: IDENTIFYING POSSIBLE LINES OF ATTACK Jonathan Gopman, 10:30 - 11:00 Identifying Potential Claims Identifying Potential Litigants Anticipating Evidentiary Issues THE SURE CURE FOR FEDERAL AND STATE ESTATE, INHERITANCE AND GIFT TAX Taso M. Milonas, 11:00 - 12:00 Base Transfers Prior to Death Retirement Plans Life Insurance and the Estate Tax Main Residence Split into Credit Exemption and Estate Tax Portions Sale of the Remainder Interest and Estate Freeze The Charitable Foundation Other Transactions During Life PROPERTY OWNERSHIP AND EXEMPTION PLANNING Taso M. Milonas, 1:00 - 2:00 Reviewing the Various Forms of Property Ownership Understanding Tenancy in Common Details Clarifying Your Knowledge of Community Property How Right to Partition Should be Handled The Intricacies of Full Ownerships Property Exempt from Creditors' Claims Protecting the Home in a Low Homestead State Properly Handling IRAs and ERISA Protected Plans How Life Insurance and Annuities Fit Into the Planning Picture SAFEGUARDING YOUR ASSETS FROM WOULD-BE CREDITORS Taso M. Milonas, 2:00 - 3:00 Trusts as Safeguards Against Creditors Life Insurance and Annuities Restrict the Effect of Divorce Actions and Family Feuding Preventing Family from Taking Arbitrary Control of Your Property Pre-Emptive Property Transfer Living Trust Offshore Asset Protection IN YOUR CLIENT'S BEST INTEREST - ETHICAL CONSIDERATIONS Jonathan E. Gopman, 3;15 - 4:05 Avoiding Conflict of Interest and Applying the Canons of Professional Conduct Who's Your Client? Attorney's Fees Lawyer Liability BUSINESS PROTECTION AND PUTTING THE THEORY TO WORK Taso M. Milonas, 4:05 - 4:40 Protection of Accounts Receivable Loans Against Receivables Shareholder Distribution Life Insurance Split-Dollar Life Insurance Rabbi Trust Plan Leases Employment Agreements Use of Various Trusts Physicians and Other Professionals


	Audience
	This intermediate level seminar is designed for estate planning and elder law attorneys, accountants, financial planners and other professionals who want to learn more about available asset protection alternatives and how to take advantage of them.