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Asset Protection Planning 4171063C
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Learn how to keep assets safe from plaintiffs, creditors or a government agency. In this course, review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Also, look at how to protect assets from lenders and landlords holding personal guarantees. Learn the various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans.

 Export to Your Calendar 1/24/2018
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Jacob Stein Esq., JD, LLM
Contact: April Deneault
801-466-10893


Online registration is available until: 1/24/2018
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Curriculums:   Trusts and Estate Planning,Retirement, Pensions, Financial Planning & Ins.

NASBA Credit Category:  Taxes

CPE Hours:  8

Description

Learn how to keep assets safe from plaintiffs, creditors or a government agency. In this course, review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Also, look at how to protect assets from lenders and landlords holding personal guarantees. Learn the various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans. Course materials include real-world case histories that illustrate the effectiveness of various structures.

Materials are provided as an ebook.



Major Subjects

  • Planning aspects
  • Legal theories
  • Protecting assets
  • Planning before and after lawsuits
  • Using business entities, including domestic and foreign corporations, LLCs and LPs
  • Planning for married couples and community property
  • Picking correct entities and jurisdictions
  • Domestic and foreign asset protection trusts

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 and more.

Level:  Intermediate

Designed For

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

Advanced Prep:

None.

Prerequisite

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

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