Essential Asset Protection Techniques and Strategies Training Class

Course ID: 17635

Essential Asset Protection Techniques and Strategies Training Seminar

Arm yourself with strategies and techniques to protect your clients' assets.

Can you protect your clients' assets from would-be creditors, family feuds and changing laws? You can never be too cautious or too knowledgeable when it comes to your clients' assets. With our one-day seminar, get up-to-date on today's laws governing asset protection and receive the tips you need to be able to immediately protect against creditors and minimize your clients' tax exposure.

Help clients avoid penalties and lawsuits by keeping them in legal compliance.
Keep assets away from creditors: recognize which assets are vulnerable to creditors and which ones they can't touch.
Expand your technique toolbox to better tailor your asset protection strategies.
Save your clients money with lien-free asset protection vehicles.
Avoid asset protection plans that simply don't work.
Ensure personal assets are unaffected: take full advantage of the protections provided by liability insurance.
Learn how to set up and administer offshore trusts.
Learn how to change the situs of the trust to take advantage of favorable taxation in other states.
Avoid fraudulent transfer traps and criminal liability.
Modify our sample asset protection documents to create airtight trusts.


	Agenda
	THE ROLE OF ASSET PROTECTION IN ESTATE PLANNING Bradford N. Dewan, 8:30 - 9:30 Major Laws Governing Asset Protection in the U.S. Vulnerability of Various Types of Assets to Creditors The Importance of Diversification EVERY ATTORNEY'S BASIC ASSET PROTECTION TOOLBOX Diedre D. Wachbrit, 9:30 - 10:30 Maximizing Exempt Assets Inter-Spousal Transfers Co-Ownership Pre- and Post-Nuptial Agreements Business Entities Asset Protection Techniques that Don't Really Work INSURANCE PLANNING TECHNIQUES Zuzana Colaprete, 10:45 - 11:45 Life Insurance Planning Liability Insurance Nonqualified Deferred Compensation Planning After Section 409A USING TRUSTS TO PROTECT ASSETS Diedre D. Wachbrit, 12:45 - 2:10 General Characteristics of Trusts Domestic Asset Protection Trusts Offshore Trusts The Role of the Protector of the Trust Choosing the Jurisdiction of a Trust Use of Out-of-State Law General Drafting Principles - Sample Asset Protection Documents EFFECTIVE TAX STRATEGIES David C. Anderson, 2:10 - 3:25 U.S. Tax Requirements Offshore Tax Compliance Minimizing Tax Burden Income and Transfer Tax Considerations Preparing Compliant Tax Returns Changing the Situs of the Trust ETHICAL CHALLENGES IN ASSET PROTECTION David C. Anderson, 3:40 - 4:40 Rules of Professional Conduct Applied in Asset Protection Client's Diminishing Capacity - How to Prevent Problems Down the Road Avoiding Fraudulent Transfer Traps and Criminal Liability


	Audience
	This basic-to-intermediate level seminar is designed to provide attorneys, financial advisors, accountants and CPAs with a clearer understanding of various asset protection methods and techniques.