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Protecting High-Risk Clients' Assets Against Lawsuits - Webinar

  • ID: 4302614
  • Webinar
  • 90 Minutes
  • Lorman Business Center, Inc.
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Be able to identify your high risk clients and precautions to take that differ from other clients.

Many practitioners often have a pejorative view of asset protection planning viewing the area with knowledge of just a limited number of often bad fact highly publicized cases. Still others possess a limited understanding of the fraudulent transfer rules and other rules that apply and may affect success or failure of asset protection planning. Practitioners often misadvise clients on their options and ability to engage in asset protection planning. This topic will explain the basic principles of asset protection planning how to identify and avoid problematic clients basic intake and due diligence procedures for asset protection cases basic and sophisticated asset protection strategies and basic tax issues involved with asset protection planning. The material will also help practitioners identify high risk clients and explain why a client (for example, a physician, architect, engineer, lawyer, investor, investment banker, entrepreneur or business owner) may be viewed as a high risk client. The content will explain the precautions and planning that such clients should take that would differ from other clients.

Learning Objectives
  • You will be able to define sophisticated wealth protection strategies.
  • You will be able to identify tax issues involved with asset protection planning.
  • You will be able to discuss tax compliance required when engaging in various asset protection strategies.
  • You will be able to explain why asset protection is necessary.
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Why Asset Protection Planning Is Necessary

Non-Trust Strategies
  • State Law Exemptions
  • Homestead
  • Insurance
  • Annuities
  • Wage Exemptions
  • Miscellaneous
  • Types of Property Ownership
  • Tenancy by the Entireties
  • Joint Tenancy
  • Community Property
  • Business Entity Planning/Choice of Entity
  • Insurance Strategies
Use of Trusts in Asset Protection Planning
  • Third Party Trusts
  • Self-Settled Trusts
  • Domestic Asset Protection Trusts
  • Foreign Asset Protection Trusts
  • Foundations
Tax Considerations

Tax Compliance
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Jonathan E. Gopman Akerman LLP
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This webinar is designed for attorneys, estate planners, presidents, vice presidents, CFPs, accountants, finance directors, financial planners, business owners and managers, controllers and CFOs.
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Order Online - visit: https://www.researchandmarkets.com/reports/4302614
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