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Texas Asset Protection Planning - Webinar

  • ID: 4425714
  • Webinar
  • Region: Texas
  • 90 Minutes
  • Lorman Business Center, Inc.
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Gain knowledge on building estate planning documents for clients while maintaining the proper protection needed.

Many business advisors have assisted their clients with forming business entities, preparing other asset protection services, and even recommending or preparing estate planning documents, but have failed to adequately protect the client and his or her family from potential disaster. The most common practices often fall short of giving the client the perceived protections.

This topic helps the persons responsible for asset protection planning to understand how first to identify which assets need to be protected and then how to recommend solutions that will actually provide protection from creditors. The content also explains the various methods available to protect a clients business and personal assets and how to best recommend passing those assets upon the clients death in a manner that provides the most asset protection for the beneficiaries. This information is critical for practitioners who regularly advise business clients as well as those who provide advice to clients with large amounts of nonexempt assets.

Learning Objectives
  • You will be able to describe the various methods available to help a client protect their assets from judgment creditors and divorcing spouses (or from their childrens creditors and divorcing spouses).
  • You will be able to identify which of your clients assets need additional protection using methods provided by you (for both business assets and personal assets).
  • You will be able to recognize asset protection issues that your client may have of which they are completely unaware.
  • You will be able to explain the benefits of leaving an inheritance in trust rather than outright to the beneficiaries.
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Exempt vs. Non-Exempt Assets in Texas
  • Statutory Exemptions
  • Recent Case Law Changes Affecting Inherited IRAs
  • Creating and Organizing Business Entities to Maximize Asset Protection
  • Corporation vs. LLC
  • Using a Series LLC
  • Corporate Formalities
  • Protecting Non-Exempt Assets
  • Viability of the Family Limited Partnership
  • Using an LLC and/or Series LLC
  • Estate Planning Tools
  • Transfers to Trusts
  • Direct Transfers to Spouse/Children
  • Leaving Inheritances in Trust
  • Marital Agreements
  • Premarital Agreement Planning
  • Postmarital Agreement Planning
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Alan L. Stroud, JD & CPA - Beck & Associates, PLLC
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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.
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Order Online - visit: https://www.researchandmarkets.com/reports/4425714