(2014) 5th Annual Asset Protection – A Practical Primer
Credits: 3 General CLE Credits
Note regarding price for CCBA’s CLE Passport holders: If you want to order this title using your pre-paid CLE Passport, then do not make your order on this website. Simply send a request via e-mail to Steph at the CCBA for a link to download the file directly.
Course description: From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will teach you how to protect assets from plaintiffs and creditors. We’ll cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.
You’ll learn various ways, from the very simply to the very sophisticated, to protect 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 instructor will share many real life case histories and anecdotes that will readily illustrate the effectiveness of various structures.
- Practical aspects of planning contrasted with legal theories, including last-minute planning
- Planning to protect specific assets, including houses, rental properties, bank accounts and retirement plans
- Planning for specific clients before and after lawsuits, planning to protect from specific types of plaintiffs and creditors
- Planning with and for business entities, including domestic and foreign corporations, LLCs and limited partnerships
- Picking correct entities and jurisdictions
- Usefulness of domestic and foreign asset protection trusts
Speaker: Jacob Stein, Esq., Klueger & Stein, LLP
This seminar was recorded on Thursday, October 9, 2014.
Policy for Rental and/or Purchase of CCBA’s Recorded CLE Seminars:
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