THIS SEMINAR HAS BEEN POSTPONED
Never before have there been so many choices when it comes to asset protection for your wealthy clients. Although there are myriad options, knowing how to advise your clients properly requires an in-depth understanding of all the alternatives. Your clients rely on you to steer them in the right direction when it comes to shielding their assets. Make sure you know the wealth management techniques that will best fortify their capital, property and possessions.
By joining us at this crucial seminar, you’ll be able to create strategic and tactical plans that will help clients achieve their financial goals. Along with your fellow attendees, you’ll explore some of the deeper facets of domestic trusts so you can mine their true potential as planning tools. Get insider’s tips on using international asset protection trusts – properly and effectively – to retain wealth. Build airtight business entities that can preserve your clients’ wealth. Adhere to crucial accounting compliance issues to keep all your asset plans beyond reproach. Your clients deserve the best strategies out there. Make sure you can deliver.
- Confidently build sophisticated strategies for wealth preservation
- Understand, explain and utilize domestic trusts as asset protection options
- Determine when and why to go offshore with international trusts and international business entities
- Become aware of and utilize re-titling of assets and marital property planning
- Learn about inside and outside debts and how you can explain this concept to your clients
- Find out what a “Changing Order” really is
- Understand and explain the modular structure utilizing asset protection trusts and LLCs
Want to promote your company by becoming a Sponsor of this seminar?
Call The Seminar Group at 800-574-4852 for more information.
Credits: See the credit section for full information
CA CLE – 6.75 General CLE Credits
CFP - 8.0 Hours
CPE – May Qualify for Credits
Guardianship – 6.75 CUEs
Who Should Attend:
Attorneys and Legal Staff
Estate Planners
Accountants/Financial Planners
Trust Officers
Thursday, Jan. 12, 2012
| 8:30 | Introduction and Overview: What is Asset Protection Planning and How Do You Gather the Necessary Information to Implement the Plan? |
Introduction to Asset Protection Planning and Strategy; Who is the Client? Gathering the
Information; Reviewing the Placement of Assets and Funding of the Plan; Products vs.
Planners
Wealth Strategies Counsel
| 9:30 | Basic Limitations of Asset Protection Planning |
Rights and Remedies of Creditors under California Family Code and Probate Code;
Fraudulent Transfers; Use of Exemptions; Marital Property Planning
Wealth Strategies Counsel
| 10:45 | Corporations, Family Limited Partnerships and Limited
Liability Companies
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Structure of Entities; Forward Piercing; Reverse Piercing; Direct Action Theories by
Creditors: Constructive Trusts, Resulting Trusts, Creditors Bill; Charging Orders and
Foreclosure: What is a Charging Order? Foreclosure of Charging Order; Forum
Shopping for LLCs; The Use of Multiple Entities; Series LLCs; Single Member LLCs
and the Albright and Olmstead Cases; Bankruptcy Trustee Powers Over LP and LLC
Interests
Wealth Strategies Counsel
| 1:15 | Domestic Asset Protection Trusts |
Types of Trusts: Revocable and Irrevocable, Discretionary, Beneficiary-Controlled, Intentionally Defective, Asset Protection; Form Shopping, The Use of a Protector
Wealth Strategies Counsel
| 2:45 | Offshore Asset Protection Trusts |
Introduction; The Benefits and Disadvantages; What Jurisdiction to Use; Compliance and Tax Issues; Drafting Suggestions; Who Should Use Offshore Trusts
Wealth Strategies Counsel
| 3:45 | Putting It All Together: Hypothetical Case Study |
Review Actual Client Cases and Decide Which Asset Protection Strategy is Best Suited for the Facts at Hand; Describe Funding the Various Entities and Trusts Involved; Analyze the Various Types of Assets (Both Real Property and More Liquid Types of Investments) and Determine Where They Should be Placed in the Asset Protection Structure; Apply the Techniques and Strategies Already Discussed in Real Life Fact Situations.
Wealth Strategies Counsel
Wealth Strategies Counsel
Jeffrey R. Matsen, Program Chair, founder and managing partner of Wealth Strategies Counsel, is a leading estate planning and business transactional attorney and has provided clients with the highest level of legal services in these areas for over 35 years. He is also well versed in the areas of international law and asset protection law, and assists real estate investors and developers with acquisitions, sales and projects.
Nicholas P. Carrigan, an attorney with Wealth Strategies Counsel, joined the firm in 2007 after working with a Fortune 500 insurance company. His practice areas include business and commercial transactions, asset protection and estate planning, as well as civil litigation.
This seminar is approved for the following credits
CA CLE
The Seminar Group is a State Bar of California approved MCLE provider; therefore, this course is approved for 6.75 general CLE credits.
CFP
Approved by the Certified Financial Planner Board of Standards for 8.0 hours.
Accountants
This course may qualify for CPE credits; please check with your state board's requirements.
Guardianship
This course has been approved by the Center for Guardianship Certification for 6.75 CUEs.
If this seminar has not been approved for the credits you require, let us know and we will look into it for you.
Information on Continuing Education Credits
Fee Description
Cancellation Policy
We will refund your tuition less a $50 cancellation charge if we receive your cancellation by 1/6/2012.
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| Location TBD |
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Santa Monica, CA
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Get directions to seminar location.
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Register now.
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