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
  • To allow the practitioner to gain insight into the 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

DESIGNED FOR
CPAs, financial planners, attorneys

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available to be scheduled as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org