Print Page   |   Contact Us   |   Sign In   |   Join
Asset Protection Planning (4151063D)
View Registrations Tell a Friend About This EventTell a Friend
 

Learn how to shelter your assets from claims of plaintiffs and creditors. Whether you were involved in a car accident, defaulted on a personal guaranty, have been sued by a business partner, an ex-spouse or are being pursued by a government agency, you can and should protect your assets,

11/16/2015
When: 11/16/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Jacob Stein Esq., JD, LLM
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

Learn how to shelter your assets from claims of plaintiffs and creditors.  Whether you were involved in a car accident, defaulted on a personal guaranty, have been sued by a business partner, an ex-spouse or are being pursued by a government agency, you can and should protect your assets. Whatever you have, is everything that you have.  You have struggled all your life to accumulate your wealth,  make sure you don't lose.
We'll review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts, as well as look at how to protect assets in a troubled economy from lenders and landlords holding personal guarantees. Also, you'll learn various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans.
Course materials include real-life case histories and anecdotes that illustrate the effectiveness of various structures.
This is an integral course for any CPA with an estate planning or high-net worth planning practice.
 

Objectives:

Identify specific planning and structuring techniques.
Recall underlying substantive law and its practical application.
Determine how and when to implement each structure and for what type of asset and client.
Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders, etc.

 

Major Subjects:

Planning aspects
Legal theories
Protecting assets: houses, rental properties, bank accounts and retirement plans
Planning before and after lawsuits
Using business entities, including domestic and foreign corporations, LLCs and limited partnerships
Planning for married couples and community property
Picking correct entities and jurisdictions, including a discussion of series LLCs
Domestic and foreign asset protection trusts

 

Designed For:

CPAs, attorneys, financial planners, real estate investors and business owners.

Prerequisite:

Basic knowledge of business entities, income, estate and gift taxes.

 

Advanced Prep: None

  

Speaker: Jacob Stein Esq., JD, LLM

Vendor: CalCPA

Field of Study: Tax

Level: Intermediate

CPE Credit: 8 Hours

Acronym: ASSET

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

William F. O'Brien, MBA, CPA, is a financial management consultant and educator with over 35 years of experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging high technology companies. Mr. O'Brien has extensive experience in corporate planning, control, financial analysis, cash management, and managerial accounting in both domestic and international settings. He is on faculties of Santa Clara University and San Jose State University. He received the Foundation's Award for Instructor Excellence in 1994.

Membership Management Software Powered by YourMembership.com®  ::  Legal