Learn the latest on asset protection planning. Register to download this seminar and obtain CLE credit, receive online access to comprehensive course and reference materials, and attend this on-demand seminar. Registration also includes a complimentary download of the Podcast of this seminar. Listen & learn at your convenience. Listen as many times as you wish and even save the files to your computer for future reference.
Asset Protection PlanningBenefits:
24/7 On-demand Downloadable Seminar & Complimentary Podcast
Register for CLE & MCLE credit.
Asset protection planning has become one of the most popular practice areas in this difficult economy due to the needs of clients to ensure their assets are protected from creditors. At the same time, debtors must understand the nuisances of asset protection practices to recover collateral and debt collection. This convenient 24/7 on-demand seminar covers the most current techniques for protecting assets from future creditors, divorce and other predators. The distinguished Rossdale seminar faculty will cover the cutting-edge strategies and solutions, including effectively utilizing business entities, insurance, and domestic and foreign trusts to protect assets. In the present economic downturn, there is renewed importance in achieving total asset protection and achieving maximum tax advantages for clients. Comprehensive course materials serve as a helpful treatise on asset protection as well as an exhaustive reference source for many of the discussed planning techniques and structures. Our nationally recognized seminar faculty will share their extensive insight and experience to readily illustrate the effectiveness of various structures. Agenda:Alan Eber on Forms of Protecting Assets
1. Purpose, Methods, & Benefits of Asset Protection
2. Strategic Planning
3. Achieving the Strongest Asset Protection Available for Clients
4. Utilizing LLC’s as Asset Protection
5. International Life Insurance And Annuities
6. Use of In-kind Premium Payments
7. Mechanics of Investments and Insurances Trusts
8. Private Placement Life Insurance (PPLI)
Obtaining Tax Advantages while Ensuring Tax Compliance Gideon Rothschild on Asset Protection Planning – Keeping It All in the Family
1. The Need for Asset Protection
2. Ethical Considerations
Traditional Methods of Asset Protection
4. Planning with Trusts
Domestic Asset Protection Trusts
Foreign Asset Protection Trusts
7. Estate Planning with Self Settled Trusts Interactive Question and Answer SessionBiography of Seminar Faculty:
1. Gideon Rothschild
is a partner with the New York City law firm of Moses & Singer LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He is a Fellow of the American College of Trust and Estate Counsel and Academician of the International Academy of Trust and Estate Lawyers. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts.
Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning. He has also authored numerous articles for publications including the New York Law Journal, Trusts and Estates and Estate Planning. He is a member of the Advisory Boards of BNA’s Tax Management and Trusts and Estates, past Finance Officer of the American Bar Association’s Real Property, Probate and Trust Law Section (2006-2010) and past Chair of its International Estate Planning Committee (2002-2004) and Committee on Asset Protection Planning (1997-2002), the Chair of the New York Chapter of the U.K. based Society of Trust and Estate Practitioners (STEP), and a member of the New York State Bar Association.
He is an Adjunct Professor at the University of Miami Law School Graduate Program and has lectured frequently to professional groups including the University of Miami’s Philip Heckerling Institute, the New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, the Southern Federal Tax Institute and the American Institute of Certified Public Accountants. Mr. Rothschild has been designated as a Distinguished Estate Planner by the National Association of Estate Planners and Councils and has earned the distinction of being listed in CHAMBERS USA, BEST LAWYERS IN AMERICA, NEW YORK SUPERLAWYERS and WORTH’S TOP 100 LAWYERS. Mr. Rothschild is also licensed as a Certified Public Accountant.
2. Alan R. Eber
is a pioneer in the asset protection field, an author and highly sought after speaker on estate and wealth planning and protection. He taught his first 8 hour asset protection class for legal and accounting professionals in 1994, and has since taught over 125 such programs for professional groups around the country and internationally. Mr. Eber focuses his practice in the fields of foreign and domestic asset protection and estate planning, trusts, practice and business structuring, and wealth strategies. Since 1974 Mr. Eber has assisted clients in establishing a wide variety of asset protection and wealth preservation structures. He is the author of numerous articles concerning asset protection techniques. His article The Asset Protection Strategist has become a classic for both the lay and professional reader. Mr. Eber's manuals on basic asset protection, family limited partnerships and offshore planning were adopted by the Foundation and the American Institute of Certified Public Accountants for use in California and throughout the United States for professional education classes. He holds an LL.M. in taxation from NYU Law School, a J.D. from the State University of New York, and studied international taxation at the University of Brussels. He is admitted to the state bars of New York and California. Who should attend this seminar?
Attorneys, paralegals, and legal professionals.
Only registered attendees will receive CLE credit for attending this course. Sign-up today to listen & learn at your convenience! CLE ACCREDIATION: The Rossdale Group, LLC is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.
This seminar is available for CLE & MCLE credit with the following jurisdictions.
1. Alaska State Bar for 1.5 CLE credits
2. State Bar of California for 1.5 MCLE credits
3. The Florida Bar for 2.0 CLE credits
4. Georgia Bar for 1.5 CLE credits
5. Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
6. The State of Nebraska for 1.33 MCLE credits
7. The New Mexico Minimum Continuing Legal Education Board for 1.5 MCLE credits
8. The New York State Bar for 1.5 CLE credits
9. The Utah State Board of Continuing Legal Education for 1.5 MCLE credits
10. The Washington State Board of Continuing Legal Education for 1.5 MCLE credits
11. The Wisconsin Board of Bar Examiners for 1.5 CLE credits
12. The Wyoming State Bar for 1.5 CLE credits Additional States - call customer service at (888) 626-3462REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS ON-DEMAND SEMINAR.
You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.