Webcast: Asset Protection

July 7, 2022 10:00am – 12:00pm Map & Directions 602-252-4144

Webcast: Asset Protection

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Protect assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities, trusts, and offshore structures. Learn how to protect from specific creditors, such as plaintiffs' attorneys, federal agencies, and lenders holding personal guarantees. Master techniques to protect homes, rental properties, 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. The discussion will cover case studies illustrating the effectiveness of various structures.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

9:30am

Objectives

Identify specific planning and structuring techniques.

Recall underlying substantive law and its practical application.

Determine how and when to implement each structure and 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.

Course Level

Intermediate

Highlights

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

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