Course ID: APSX

Asset Protection Strategies

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.

Learning Objectives

Recognize methods used to protect and preserve a client’s wealth during the client’s lifetime.

Major Topics

  • 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

Who Should Attend

CPAs, EAs, attorneys, and financial planners

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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