Learn the latest on Mastering Asset Protection with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, receive online access to 133 pages of course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ANY TYPE OF COMPUTER OR IPOD. REGISTERED ATTENDEES MAY ACCESS THIS SEMINAR AT THEIR CONVENIENCE AS THEIR ACCESS DOES NOT EXPIRE.
Mastering Asset Protection
90-Minute Telephonic Seminar
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 133 pages of course and reference material.
Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: Understanding and mastering the art of asset protection is a vitally important skill for those protecting assets from plaintiffs and creditors, as well as attorneys enforcing judgments and collecting on debts. Asset protection has applications ranging from litigation, corporate law, trust & estate planning, tax, and debt & judgment collection. The seminar faculty includes two of the foremost and most recognized asset protection attorneys in the nation, who will cover the latest and most successful planning strategies and solutions. This seminar covers how asset protection strategies work, the advantages of offshore vs. onshore trusts, fraudulent conveyances, and when to use one strategy over another. Special emphasis is paid to protections from lenders, advanced tactics with business entities, gifting, sales, and tax implications. Registration includes course and reference materials that serve as an exhaustive reference source for many of your clients’ planning needs and will outline and diagram the planning techniques and structures discussed during this convenient, on-demand seminar.
Agenda: 1. Mastering Asset Protection: a. Mastering Timing Issues: Fraudulent Transfer Rules
b. Effectively Utilizing Transfers for Fair Value
c. Best Practices on Domestic and Offshore LLCs-Charging Orders
d. Trust Solutions to Maximize Asset Protection
e. The Advantages & Disadvantages of Domestic vs. Offshore Trusts
f. Ideal Locales To Settle Trusts
g. The Latest Law on Creating Foreign Structures
h. Developing Rules for Spendthrift & Discretionary Trusts
i. Single Member LLCs, Poison Pills and Other Sexy Clauses
j. Tax Considerations in Asset Protection
k. Varying Protections Afforded by Different Business Entities
l. Determining Whether To Utilize A Corporation, Partnership, or Limited Liability Company
m. The Impact of Bankruptcy on Asset Protection
2. Interactive Question & Answer Session with the Experts 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, 2011), currently in its 8th edition, Advanced Tax Planning Techniques (Education Foundation, 2011), currently in its 8th edition, 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.
Robert F. Klueger is a nationally recognized expert on asset protection and is a Certified Bar Tax Law Specialist. He is a widely sought after lecturer and author on asset protection, having published numerous texts on asset protection and tax planning. His texts include Asset Protection (Entrepreneur Press Publishers), A Guide to Asset Protection (John Wiley & Sons Publishers), Buying and Selling a Business (John Wiley & Sons Publishers), and Mergers & Acquisitions, a Practical Guide (Executive Enterprises Publishers). Mr. Klueger is one of the very few private attorneys in America who has argued a tax case before the United States Supreme Court. He has received the “AV” highest possible rating by Martindale-Hubbell.
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) 626-3462
REGISTER 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.