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Advanced Asset Protection Planning (4153043A)
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Learn how to keep assets safe from plaintiffs, creditors or a government agency. We'll review more advanced planning strategies and solutions, including planning with community property; use of domestic and offshore business entities; domestic and foreign trusts; equity strips; private retirement plans; sales to defective trusts; and others. We'll also look at how to protect assets after a lawsuit, a loan default or an accident. The discussion will focus on the various ways to protect common ass

12/2/2015
When: 12/2/2015
9:30 AM - 12:30 PM
Where: Webcast/Webinar
Presenter: Jacob Stein Esq., JD, LLM
Contact: April Deneault
801-834-6634


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Learn how to keep assets safe from plaintiffs, creditors or a government agency. We'll review more advanced planning strategies and solutions, including planning with community property; use of domestic and offshore business entities; domestic and foreign trusts; equity strips; private retirement plans; sales to defective trusts; and others. We'll also look at how to protect assets after a lawsuit, a loan default or an accident. The discussion will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts; businesses and professional practices; and retirement plans.

  

Objectives:
Identify sophisticated asset protection planning techniques
Determine common obstacles to planning and what to do with last minute planning
 

Major Subjects:

Fraudulent transfer laws
Community property
Offshore trusts and business entities
Offshore banking
Equity strips
Private retirement plans
Defective grantor trusts

Designed For:

Accountants, business managers and CFOs.
 

Prerequisite: 

Completion of a basic course on asset protection planning

Advanced Prep: None

  

Speaker: Jacob Stein Esq., JD, LLM

Vendor: CalCPA

Field of Study: Tax

Level: Advanced

CPE Credit: 3 hours

Acronym: AAPP

 

Registration Fees:

Members: $105

Nonmembers: $140

 

Meet the Speaker:

Jacob Stein, ESQ, is a partner with the law firm Klueger and Stein, LLP, in Los Angeles.  The firm's practice is limited to asset protection, domestic and international income and estate tax planning and structuring complex business transactions.  Mr. Stein received his law degree from the University of Southern California, and his Master's of Law in Taxation from Georgetown University.  He has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated (highest possible rating) by Martindale-Hubbell.  Mr. Stein is an author of numerous tax and asset protection articles and technical manuals and a frequent lecturer to various attorney, CPA and other professional groups.  He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

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