Asset Protection Webinar

Sep 23
1:00 - 3:00 p.m.

Online

2-Other
CPE Credits

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.
Highlights
Safeguarding assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts.Planning skills for specific creditors, such as plaintiffs' attorneys and lenders holding personal guarantees. Learn techniques to protect common assets, including homes, bank and brokerage accounts, businesses. professional practices and retirement plans.An extensive focus on the practical aspects of planning. What works and what doesn't. Especially the implementation of last-minute planning. Case studies illustrating the effectiveness of various structures.

Registration

PICPA Member: $75
Nonmember: $101

More Information

Course No. 4203835B Level: Intermediate

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

Notes
None

Speaker(s)

Jacob Stein