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Webcast: Advanced Asset Protection Planning (CAAAPP15)
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Learn how to keep assets safe from plaintiffs, creditors or a government agency. We'll review more advanced planning strategies and solutions, including planning with community property; use of domestic and offshore business entities; domestic and foreign trusts; equity strips; private retirement plans; sales to defective trusts; and others. We'll also look at how to protect assets after a lawsuit, a loan default or an accident.

12/2/2015
When: 12/02/2015
10:30 AM until 1:30 PM
Where: Webcast
Louisiana
United States
Presenter: Jacob Stein Esq., JD, LLM


Online registration is closed.
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Registration Fees
Members $105
Non-Members $140

CPE: 3 hours
Level: Advanced
Vendor: CalCPA
Category: Business Law
Prerequisites: Completion of a basic course on asset protection planning
Advanced prep: None

Who should attend: Accountants, business managers and CFOs.

Learn how to keep assets safe from plaintiffs, creditors or a government agency. We'll review more advanced planning strategies and solutions, including planning with community property; use of domestic and offshore business entities; domestic and foreign trusts; equity strips; private retirement plans; sales to defective trusts; and others. We'll also look at how to protect assets after a lawsuit, a loan default or an accident. The discussion will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts; businesses and professional practices; and retirement plans.

Objectives

  • Identify sophisticated asset protection planning techniques
  • Determine common obstacles to planning and what to do with last minute planning


Major Topics
  • Fraudulent transfer laws
  • Community property
  • Offshore trusts and business entities
  • Offshore banking
  • Equity strips
  • Private retirement plans
  • Defective grantor trusts


 

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