Trust and Estate Planning for MDs, JDs, CPAs & Other Professionals, Part 1 & 2 - Audio Webcast
Day 1:
- Estate planning and asset protection for professionals – physicians, lawyers, accountants, and executives
- Key threats to wealth preservation – challenges to martial agreements, fiduciary claims, bankruptcy, and creditor claims
- Planning for highly concentrated assets in qualified plans – 401(k)s, IRAs, defined contribution plans
- Planning with deferred compensation, Section 409A and non-eligible retirement assets
Day 2:
- Spendthrift trusts, LLCs and other wealth protection vehicles for professionals and executives
- Risks of fraudulent transfers in trust planning
- Insurance and annuity products to shield assets and produce income over time
- Planning with trusts to provide for family and the education of children
- Bankruptcy issues and planning
Faculty: Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL and Missia H. Vaselaney, Taft, Stettinius & Hollister LLP, Cleveland, OH
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $109.00 |
| CBA Member | $79.00 |
| CBA Trust & Estate Section Member | $69.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 2.00
- Ethics Credits: 0.00
- EDI Credits:
To join the CBA or add a Section to your membership click