Learn the latest on Effective Asset Protection: Techniques with the Titans with this convenient, 24/7 On-demand Downloadable Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, access 154 pages of course & materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ANY TYPE OF COMPUTER OR IPOD.
Effective Asset Protection: Techniques with the Titans Benefits:
90-Minute On-demand Downloadable Seminar & Complimentary Podcast
Listen as many times as you wish and save to your computer for use in the future
Includes Access to Course/Reference Material & Complimentary Podcast.
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 planning (i.e., what works and what does not), this program will teach you everything you need to know about protecting your assets from plaintiffs and creditors. We'll cover specific planning strategies and solutions, including planning with business entities, and domestic and foreign trusts, gifting and sale techniques. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees. Our distinguished seminar faculty will cover specific approaches and solutions, including the most effective tactics, best practices, and the cutting-edge strategies to best advantage your client.
You'll learn various ways, from the very simply to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans. Course materials will serve as a treatise on asset protection as well as an exhaustive reference source for many of your planning needs and will outline and diagram the discussed planning techniques and structures. The nationally recognized instructors will share many real life case histories and anecdotes that will readily illustrate the effectiveness of various structures. Register today to learn the most effective strategies and latest law in asset protection with the titans. Agenda: 1. Introduction and Overview of Asset Protection:
a. What is Asset Protection?
b. Practical Goals and Limitations
c. Picking the Right Structure to Best Advantage Your Client 2. Fraudulent Transfers
a. What is a Fraudulent Transfer?
b. Effectively Planning for Possible Challenges
c. Practical Implications for Planning
3. Business Entities:
a. Corporations v. LLC’s & LP’s
b. Charging Order Protection
c. Best Practices on Picking the Right Jurisdiction
d. Single Member LLCs, Poison Pills and Other Sexy Clauses
4. Use of Cutting-edge Trusts in Asset Protection
a. Spendthrift Trusts
b. Discretionary Trusts
c. Self-settled Trusts
d. Foreign Trusts
5. Protecting Specific Assets
b. Rental Real Estate
d. Liquid Assets
e. Retirement Plans
6. Recorded Commonly Asked Question & Answer Session Biography of Seminar Faculty:
1. Jacob Stein
is one of the nation's leading experts on asset protection. He is a Certified Tax Law Specialist and AV rated by Martindale-Hubbell. Mr. Stein is the author of numerous articles on asset protection and tax planning, and is the author of Asset Protection Planning (Education Foundation, 2007), currently in its 5th edition, and Advanced Tax Planning Techniques (Education Foundation, 2007). Mr. Stein's article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in the October 2006 issue of RIA's Business Entities Magazine and is considered the seminal article on the topic of LLC charging orders. His article on Advanced Asset Protection and Tax Planning with is a considered the staple in effective planning with LLCs. Mr. Stein has taught thousands of attorneys nationally on the most effective strategies of protecting assets and advanced tax planning. He has served as an adjunct professor of taxation and has spoken at numerous before bar and CPA associations.
2. Judge Ronald C. Dresnick
is a Circuit Judge for the Eleventh Judicial Circuit, over which he has presided for 14 years, since being appointed by Florida Governor Lawton Chiles in 1996. Prior to taking the bench, Judge Dresnick was a trial lawyer for 25 years. He began his career as an Assistant Public Defender in Miami-Dade County. He later practiced for over a decade in a four-person partnership, along with F. Lee Bailey and former State Attorney Richard E. Gerstein. During his practice he represented numerous high profile defendants including Paul Reubens (Pee Wee Herman) in Sarasota against charges of lewd conduct. He has defended a number of high profile drug defendants from South American including a case in Detroit in the first instance where Cornel Oliver North took the Fifth Amendment. In Miami he represented the cabinet level head of Bolivia’s anti-drug agency against smuggling charges. He has also has represented numerous local public officials including a sitting judge charged in the “Operation Court broom” public corruption case. Judge Dresnick has presided in the Family, Criminal and General Jurisdiction divisions and over numerous high-profile cases, including several criminal cases which were carried gavel to gavel on Court TV. As an attorney, Judge Dresnick has appeared as a commentator on national television numerous times. Judge Dresnick has taught at the Boston University School of Law and has been an adjunct professor St Thomas School of Law and at the University Of Miami School Of Law, where he teaches evidence and has taught litigation skills for the last 15 years. He holds a JD from the University Of Miami School Of Law and an LLM from Harvard Law School. Who should attend this seminar?
Attorneys, paralegals, and legal professionals.
You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.CLE ACCREDITATION: Rossdale CLE 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. Alabama State Bar MCLE Commission for 1.5 MCLE 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 1.5 CLE credits
7. The Nevada Board of Continuing Legal Education for 1.5 CLE credits
8. The New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits
9. The New York State Bar for 1.5 CLE credits
10. The Oregon State Bar for 1.5 CLE credits
11. The Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits
12. The State Bar of Texas for 1.5 CLE credits
13. The Virginia State Bar for 1.5 MCLE credits
14. The Washington State Board of Continuing Legal Education for 1.5 MCLE credits
15. The Wisconsin Board of Bar Examiners for 1.5 CLE credits
16. 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 24/7 ON-DEMAND DOWNLOADABLE 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.