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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Asset Protection StrategiesCOURSE ID: APSX
DESCRIPTION

It has become exceedingly difficult for business people, professionals, and other individuals to conduct their affairs without exposure to the hazards of litigation and creditors. There are many methods by which individuals with significant assets at risk can legitimately protect their personal net worth. This course is designed to provide the participant an understanding of the techniques employed in protecting assets.

DESIGNED FOR: CPAs, financial planners, attorneysFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To allow the practitioner to gain insight into the methods used to protect and preserve a client's wealth during the client's lifetime.
HIGHLIGHTS:

* Introduction to asset protection planning * Non-grantor irrevocable trusts * Domestic asset protection trusts * Foreign trusts * Pension plans and IRAs * Family partnerships * Dynasty trusts * Private annuities and self-canceling installment notes

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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