(2013) 4th 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 teaches how to protect assets from plaintiffs and creditors. Covered are specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Specific emphasis is placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.
- 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, June 20, 2013.
Policy for Rental and/or Purchase of CCBA’s Recorded CLE Seminars:
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