Asset Protection for the Common Man
November 2009
Asset Protection for the Common Man
Program Highlights
What You Will Learn:
- An Introduction to Asset Protection for the Common Man
- Simple Strategies to Protect Assets:
* Liability Insurance
* Gifts
* Tenancy by the Entirety and Joint Tenancy
* Disclaimers
- Bad Boy Set Asides
- Exemptions
- Entity Planning:
* Corporations
* Limited Partnerships and LLC's
* Trusts
Who Should Attend:
- Trust and Estate Law Attorneys
- Solo/Small Firm Attorneys
- Anyone Who Wants a Deeper Understanding of the Asset Protection Strategies that Do Not Involve Off-shore Trusts!
Program Description
The common man or woman is our typical client. He (or she) may or may not have a taxable estate but has assets, including a home, savings, investments, and even a business which could be attached by the unanticipated creditor.
Exotic and complex asset protection strategies (which often involve the establishment of off-shore trusts) that work well for clients of very high net worth are usually neither needed nor desired.
In addition, these common men and women have other needs and desires for the disposition of their property upon death that are not driven by tax issues. As the economic recession drags on, clients will need help in minimizing the reach of creditors into the estate. Insurance issues as well as medical care, disclaimers, bankruptcy, and other non-tax issues are important issues for these clients.
Want to learn time-tested, effective asset protection strategies for your clients in this important asset level category? Then you need to attend this program! The program's distinguished faculty includes Mr. James W. Narron, a nationally-known estate planning attorney who writes and speaks frequently on asset protection issues. Mr. Narron will be joined by Mr. Thomas L. Stover, a highly-regarded trust and estate law attorney hailing from Colorado, who will address the asset protection issues that are unique to Colorado based clients.
Agenda
8:30 - 9:00 am
Registration
9:00 - 9:05 am
Welcome and Introduction
Extended by Thomas L. Stover, Esq.
9:05 - 11:55 am
Asset Protection for the Common Man
- Introduction
- Simple Strategies to Protect Assets:
* Liability Insurance
* Gifts
* Tenancy by the Entirety and Joint Tenancy
* Disclaimers
- Bad Boy Set Asides
- Exemptions
- Entity Planning:
* Corporations
* Limited Partnerships and LLC's
* Trusts
* Final Thoughts
Presented by James W. Narron, Esq. and Thomas L. Stover, Esq.
11:55 am
Adjourn
Faculty:
James W. Narron, Esq.
Narron, O'Hale and Whittington, PA
Smithfield, NC
Thomas L. Stover, Esq.
Stover & Spitz, LLC
Longmont, CO
Video Replays - December 10, 2009:
Denver: CLE Classroom, 1900 Grant Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $199.00 |
| CBA | $179.00 |
| TRUST | $149.00 |
| New Lawyer | $149.00 |
| CBA | $129.00 |
- General Credits: 3.00
- Ethics Credits:
- EDI Credits:
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