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Webcast: Advanced Asset Protection Planning (CAAAPP16)
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7/19/2016
When: 07/19/2016
10:30 AM until 1:00 PM
Where: Webcast
CALCPA
4163043A
United States
Presenter: Jacob Stein Esq., JD, LLM


Online registration is closed.
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AcronymCAAAPP16
CPE3 hours
VendorCalCPA
Category
Management
LevelAdvanced
PrerequisiteCompletion of a basic course on asset protection planning or prior experience working with asset protection transactions.
Adv PrepNone
Who should attend Accountants, business managers and CFOs.
Members$90
CPA Non-Members $140

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

Learn how to keep assets safe from plaintiffs, creditors or a government agency as we review 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. Our discussion also will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts; businesses and professional practices; and retirement plans.

Materials are provided as an ebook.

Objectives

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

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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