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Webinar(CA): Asset Protection

Description

Safeguarding assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts.
Planning skills for specific creditors, such as plaintiffs’ attorneys and lenders holding personal guarantees. Learn techniques to protect common assets, including homes, bank and brokerage accounts, businesses. professional practices and retirement plans.
An extensive focus on the practical aspects of planning. What works and what doesn’t. Especially the implementation of last-minute planning. Case studies illustrating the effectiveness of various structures.

Learning Objectives

Identify specific planning and structuring techniques.
Recall underlying substantive law and its practical application.
Determine how and when to implement each structure and for what type of asset and client.
Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders, etc.

Major Topics

Planning aspects
Legal theories
Protecting assets
Planning before and after lawsuits
Using business entities, including domestic and foreign corporations, LLCs and LPs
Planning for married couples and community property
Picking correct entities and jurisdictions
Domestic and foreign asset protection trusts

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs, attorneys, financial planners, real estate investors and business owners.

Instructor(s)
Jacob Stein
Prerequisites

Basic knowledge of business entities, income, estate and gift taxes.

Advanced Preparation

None

Location
Webinar
Register Now
When
Jan 6, 2021
11:00 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar
Instructor
Jacob Stein

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$75.00

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$101.00
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Webinar(CA): Asset Protection


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