+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)


California Asset Protection Planning - Webinar

  • ID: 4395023
  • Webinar
  • November 2017
  • Region: United States
  • 90 Minutes
  • Lorman Business Center, Inc.
1 of 4
Understand specific asset protection planning strategies for your clients in California.

Asset Protection Planning has become a major concern for professionals, business owners, real estate investors and other persons of high net worth. Expanding theories of liability by the courts have created a proliferation of litigation and claim assertion that is now of major and critical importance to clients with property and business concerns. Lawyers may now have a duty to take into account Asset Protection Planning in advising clients with respect to estate and business planning matters. This live webinar will help you to understand how to focus in on the Asset Protection Planning objectives of your client. It will provide several ideas and specific explanations related to California strategic planning, setting up and implementing business and real estate structures and utilizing trusts.

Learning Objectives
  • You will be able to describe how to structure and design a plan to meet the Asset Protection Planning challenges of a particular client.
  • You will be able to identify the potential liability issues facing your clients.
  • You will be able to recognize the various issues involved in Asset Protection Planning.
  • You will be able to explain the concepts and theories of Asset Protection Planning to your clients.
Note: Product cover images may vary from those shown
2 of 4
  • What Is Asset Protection Planning?
  • Who Needs Asset Protection Planning?
  • Inside Liability Protection
  • Existing Business Structure
  • Inside Creditors
  • Limitations
  • Uniform Voidable Transaction Act
  • Bankruptcy Limitations
  • Federal and State Criminal Violations
  • Outside Creditors
  • Claimants or Creditors
  • Typical Clients
  • The LLC
  • Charging Order
  • Forum Shopping
  • Single Member LLCs
  • Assignment of Member Interests
  • Domestic Asset Protection Trusts (DAPT)
  • What Are the Benefits of a DAPT?
  • How Do You Construct a DAPT?
  • Which State Law Do You Use?
  • Modular Structure Utilization
  • Foreign Asset Protection Trusts (FAPT)
  • When Do You Use Them?
  • What Are the Benefits?
  • Which Jurisdiction?
  • Modular Structure Utilizing LLCs
  • California Private Retirement Plan
  • What Are They?
  • How to Set up?
  • Case Studies
Note: Product cover images may vary from those shown
3 of 4


4 of 4
Jeffrey R. Matsen, Esq. - Matsen Voorhees LLP
Note: Product cover images may vary from those shown
5 of 4
This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.
Note: Product cover images may vary from those shown