Domestic Asset Protection Strategies for Trust and Estate Planners - Audio Webcast
April 2019
Tuesday, April 16, 2019
Domestic Asset Protection Strategies for Trust and Estate Planners
Topics to be covered:
- Practical asset protection strategies for estate and trust planners
- Asset protection with self-settled trusts, single member LLCs, and other entities
- Use of retirement fund accounts and plans to shield assets – and understanding the exceptions
- Strategies using annuity and insurance products to preserve assets
- Planning to maximize “exempt” assets under federal and state bankruptcy and creditor laws
- Understanding the risks and penalties if certain transfers are deemed fraudulent conveyances
Faculty: Jonathan E. Gopman, Akerman, LLP, Naples, FL
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Section Member | $49.00 |
| CLE Elite Pass | $0.00 |
| Tuition Assistance | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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