Learn the latest on Asset Protection & Choice of Entity for Real Estate with this convenient, 24/7 On-demand Downloadable Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, receive access to comprehensive course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ANY TYPE OF COMPUTER OR IPOD. You may listen to the seminar at any point over the next 3 years.
Asset Protection & Choice of Entity for Real Estate Benefits:
90-Minute On-demand Downloadable Seminar & Complimentary Podcast
Includes Access to 88 pages of course & reference materials.
Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.
From the underlying substantive law to practical aspects of asset protection and choice of entity for real estate, this program will teach you the latest insight on protecting your client’s real estate from plaintiffs & creditors as well as what lenders & borrowers’ counsel should consider in pursuing debtors. We'll cover planning strategies and solutions specific for real estate, including choice of business entities, domestic and foreign trusts, and other techniques. Specific emphasis will be placed on distributions, pass-through’s of income & losses, and business considerations. Our nationally recognized seminar faculty will cover approaches and solutions, including the Three Factor Approach to Choice of Entity for Real Estate and Lenders’ Pursuit of Real Estate Borrowers. Course materials will serve as a treatise on asset protection & choice of entity for many of your clients’ planning needs. Register today to learn from these two authorities about the latest on asset protection and choice of entity for real estate. Agenda: 1. Asset Protection for Real Estate:
a. Practical Goals and Limitations of Asset Protection for Real Estate
b. Picking the Right Structure for Your Client
c. Understanding Spendthrift, Discretionary, Self-settled, Foreign Trusts
d. Best Practices on Protecting Your Client’s Real Estate 2. Three Factor Approach to Choice of Entity
A. Tax Considerations
i. Pass-through of Income and Losses
ii. Debt Basis
iii. Employment Taxes
B. Business Considerations
i. Economic Flexibility of Various Entity Types
ii. Corporate Formalities
iii. Drafting Agreements for Maximum Flexibility and Protection
iv. Series LLCs and Limited Partnerships
C. Liability Considerations
i. Protection from Lawsuits against the Entity
ii. Protection from Lawsuits against the Owners of the Entity
iii. Piercing the Corporate Veil of Different Entity Types
D. Choice of Jurisdiction 3. Lenders’ Pursuit of Borrowers & Guarantors:
a. Understanding a Lenders’ Analysis in Pursuing a Borrower.
b. What Actions by Borrowers or Guarantors can Trigger Liabilities?
c. When is a Non-recourse Loan Not Non-recourse?
4. Interactive Question & Answer Session Biography of Seminar Faculty:
1. Jacob Stein
is one of the leading experts on asset protection. He is a partner with the law firm Klueger and Stein, LLP, in Los Angeles, where he concentrates his practice on asset protection and sophisticated domestic and international tax planning. He received his law degree from the University of Southern California and his Master’s of Law in Taxation from Georgetown University. Mr. Stein has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated by Martindale-Hubbell. He is a highly sought after practitioner to assist high net-worth individuals and successful businesses in protecting their assets from plaintiffs and creditors by focusing on properly structuring asset ownership and business structures and operations. Over the course of his career, Mr. Stein has represented over a thousand clients, including: officers and directors of Fortune 500 companies, celebrities, high-profile real estate developers, builders, investors, physicians; wealthy foreigners; small business owners, attorneys, accountants and financial advisors; and many others facing financial adversity or seeking privacy for their holdings. He has spoken and published widely on numerous tax and asset protection topics, advanced real estate exit strategies, and trust law. Mr. Stein also serves as an adjunct professor of taxation at the California State University's Northridge Graduate Tax Program.
2. Susan C. Tarnower
practices at Thompson Hine, where she is a member of the firm's Real Estate, Commercial & Public Finance, and Distressed Real Estate practice groups. She concentrates her practice in the area of commercial real estate, focusing on special servicing and servicing issues and the resolution of non-performing and sub-performing loans. Ms. Tarnower is an expert on forbearances, work-outs, deeds-in-lieu, short sales and discounted pay-offs to receiverships, foreclosures, confirmation hearings and the pursuit of deficiencies against borrowers and guarantors. She has also counseled clients in varied types of real estate finance and commercial leasing transactions. Her industry background includes eight years as in-house counsel for GMAC Commercial Mortgage Corporation and AMRESCO. Ms. Tarnower previously served as Assistant General Counsel at the Atlanta Housing Authority, where she focused on HUD lending and other regulatory matters. She has published and lectured extensively on “Enforcing Commercial Real Estate Loan Guaranties,” “Distressed Real Estate - Where are the Opportunities,” and “Receivership and Other Strategies for Handling Distressed Real Estate.” Who should attend this seminar?
Attorneys, paralegals, and legal professionals.
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.CLE ACCREDIATION: The Rossdale Group, LLC is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.
Attend this on-demand seminar & podcast for CLE & MCLE credit with the following pending & approved jurisdictions:
1. State Bar of California for 1.5 MCLE credits
2. The Florida Bar for 2.0 CLE credits
3. Georgia Bar for 1.5 CLE credits
4. Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
5. The State of Nebraska for 1.5 CLE credits
6. The Nevada Board of Continuing Legal Education for 1.5 CLE credits
7. The New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits
8. The New York State Bar for 1.5 CLE credits
9. The Oregon State Bar for 1.5 CLE credits
10. The State Bar of Texas for 1.5 CLE credits
11. The Utah State Board of Continuing Legal Education for 1.5 MCLE credits
12. The Virginia State Bar for 1.5 MCLE credits
13. The Washington State Board of Continuing Legal Education for 1.5 MCLE credits
14. The Wisconsin Board of Bar Examiners for 1.5 CLE credits
15. 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.