Learn the latest on Protecting Assets from Lawsuits & Judgments in 2025 with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.
Protecting Assets from Lawsuits & Judgments in 2025 CLE
90-Minute On-demand Seminar and Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to complete Course/Reference Material and Complimentary Podcast.
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: From the underlying substantive law to practical aspects of ethically making your client judgment-proof and asset protection (i.e., what works and what does not), this program will teach you everything you need to know about protecting 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 making clients appear judgment-proof (i.e., no visible assets). 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 and hide 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 instructor 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 titan.
Agenda: 1. Protecting Assets from Lawsuits & Judgments in 2025 CLE: a. What is Asset Protection?
b. Practical Goals and Limitations
c. A Real World Take on Hiding Assets
d. 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 and 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. Foreign Trusts
5.
Protecting Specific Assets a. Residence
b. Rental Real Estate
c. Business
d. Liquid Assets
e. Retirement Plans
6.
Opportunity to Submit Questions for the Faculty Biography of Seminar Faculty: 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, currently in its 5th edition, and Advanced Tax Planning Techniques. Mr. Stein's article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in 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 is 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 before numerous bar and CPA associations. Mr. Stein holds an LL.M. in Taxation from Georgetown University Law Center.
CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Alabama State Bar MCLE Commission for 1.5 MCLE credits
Alaska Bar Association for 1.5 CLE Credits *
Arizona State Bar for 1.5 CLE credits**
Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits
California State Bar for 1.5 MCLE credits
Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits
Connecticut for 1.5 Ethics CLE Credits
Delaware Commission on Continuing Legal Education *******
District of Columbia (CLE credits are not required)***
Florida Bar for 2.0 CLE credits
Georgia Bar for 1.5 CLE credits
Hawaii State Board of CLE for 1.5 CLE credits
Idaho State Bar for 1.5 CLE credits
Indiana Commission for Continuing Legal Education for 1.5 CLE Credits
Iowa Commission on Continuing Legal Education for 1.5 CLE Credits
Kansas Continuing Legal Education Commission for 1.5 CLE Credits
Kentucky Bar Association for 1.5 CLE Credits
Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits
Maryland (CLE credits are not required)***
Massachusetts (CLE credits are not required)**
Michigan (CLE credits are not required)***
Minnesota State Board of Continuing Legal Education for 1.5 CLE credits
Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
Missouri Bar for 1.8 MCLE Credits
Montana Commission of CLE for 1.5 CLE Credits
Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits ******
Nevada Board of Continuing Legal Education for 1.5 CLE credits
New Hampshire for 1.5 CLE credits ****
New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)
New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits
New York State Bar for 1.5 CLE credits
North Carolina State Bar Continuing Legal Education for 1.5 CLE credits
North Dakota for 1.5 CLE Credits
Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits
Oklahoma Bar Association for 1.5 CLE Credits
Oregon Bar for 1.5 MCLE Credits
Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits
Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)
South Dakota (CLE credits are not required)***
Tennessee Commission on CLE for 1.5 CLE Credits
Texas State Bar for 1.5 CLE credits
Utah State Board of Continuing Legal Education for 1.5 MCLE credits
Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits
Virginia State Bar for 1.5 MCLE credits
Washington for 1.5 CLE credits
West Virginia for 1.8 CLE credits
Wisconsin Board of Bar Examiners for 1.5 CLE credits
Wyoming State Bar for 1.5 CLE credits
Additional States - call customer service at (888) 626-3462
* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.
** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.
**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.
******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.
For additional questions, please call 888-626-3462.
REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST. 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.