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Advanced Asset Protection Planning (4163043B)
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Learn how to keep assets safe from plaintiffs, creditors or a government agency as we review 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.

11/1/2016
When: 9:30 am - 12:00 pm
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


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Acronym AAPP
CPE 3
Category
Business Law
Level Advanced
Vendor CalCPA
Who should attend Accountants, business managers and CFOs
Prerequisite
Completion of a basic course on asset protection planning or prior experience working with asset protection transactions.
Fees: Early Bird
Standard
Member N/A
$90
Non-Member: N/A
$140

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
Learn how to keep assets safe from plaintiffs, creditors or a government agency as we review 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. Our discussion also will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts; businesses and professional practices; and retirement plans.

Major Topics:

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

Objectives:

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

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