Seminars
Advanced Asset Protection Strategies Through Case Studies (#54641ER)
1 Day Seminar - December 06, 2010 - Las Vegas, NV
Offered through NBI, National Business Institute. Contact 702-367-7111 to register.TIMES
Start: 9:00 am
Adjourn: 4:30 pm
LOCATION
Gold Coast
4000 W Flamingo Rd
Las Vegas, NV
Facility Phone: 702-367-7111
TUITION
$355 - First Registrant
$345 - Each Additional
You already understand the legal principles behind asset protection. What you need right now is a practical guide to using these techniques to strategically form a plan. Led by a team of veteran attorney and finance specialist faculty, this course uses case studies and hypothetical scenarios to combine all the tools at your disposal into a cohesive strategy for 360° protection. Learn to use the knowledge you have most effectively – register today!
- Learn how to fit together various asset protection techniques to create a cohesive strategy.
- Understand the liability of professional advisor and forestall trouble.
- Don't just rehash the benefits of using LLCs – learn how to strategically use them through case studies.
- Uncover and alleviate the risks and abuses of international trusts.
- Use simple family planning techniques to get great results.
- Find out how the corporate veil can be pierced and how to defend against it.
- Compare the structure and effectiveness of FLPs and LLCs in protecting assets.
- Find new uses of insurance in assets planning through engaging real-life scenarios.
- Tailor your approach with example plans for various levels of personal and business protection, preservation of a home and protection during a lawsuit.
Who Should Attend
This intermediate-to-advanced level seminar offers sophisticated asset protection strategies that will benefit:
- Attorneys
- Estate and Financial Planners
- Fiduciaries and Trustees
- Accountants and CPAs
- Paralegals
Course Content
- Introduction
- Fraudulent Transfers
- Strategic Planning
- Domestic Trusts
- International Asset Protection Trusts (IAPTs)
- Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs)
- Insurance and Private Placement Life Insurance (PPLI)
- Techniques and Examples
CONTINUING EDUCATION CREDITS: Continuing Legal Education – CLE: 6.00
Financial Planners – Financial Planners: 7.00
National Association of State Boards of Accountancy – CPE for Accountants: 7.00* * denotes specialty credits
Agenda / Content Covered: AM Session: 9:00 am - 12:00 pm
AM Break 10:15 - 10:30
Written and Presented by Alan R. Eber and Robert Matthews
- Introduction
- Goals
- Fraudulent Transfers
- Proper Reasons to Transfer Assets
- Protecting Yourself - The Financial Affidavit
- Strategic Planning
- Through the Eyes of a Master
- Visual Planning - A Technique
- Liability Absorbing Tools
- Numerous Examples Will be Explored
- Domestic Trusts
- Domestic Asset Protection Trusts
- Self-Settled or Non-Self-Settled Trusts
- Discretionary or Mandatory Trusts
- Trust Protectors and Letter of Wishes
- Pre-Inheritance Trust & Upstream Planning
- Opportunity Shifting
- Basic Examples Will be Explored
- International Asset Protection Trusts (IAPTs)
- Risks and Abuses to Avoid
- Contempt of Court and Impossibility as a Defense
- Protection vs. Control of Assets
- The International Trustee and Bank
- The Low Profiler: Two Tests Determine Whether a Trust is Foreign or Domestic
- Withdrawing Bridge
- International Equity Strip
- Settlor's Limited Power of Appointment
- Payment of Existing Creditors Provision
- Important Clauses to Make an IAPT Fully Asset Protected
- Basic Examples Will be Explored
Lunch 12:00 pm - 1:00 pm PM Session: 1:00 pm - 4:30 pm
AM Break 2:30 - 2:45
Written and Presented by Alan R. Eber and Robert Matthews
- Family Limited Partnerships (FLPs) and Limited Liability Corporation(LLCs))
- Comparison of FLP to LLC
- Inside and Outside Liability.
- Business Purpose
- Funding the FLP
- Effect of a Charging Order
- Single and Multi-Member LLCs
- Effect of a Charging Order
- 15 Must Have Clauses to Make an LLC Asset Protected
- Basic Examples Will be Explored
- Insurance and Private Placement Life Insurance (PPLI)
- Owning Insurance through an ILIT
- Private Placement Life Insurance
- Tax-Advantageous Investing Via the PPLI
- Investment Safety
- Maximum Privacy Protection
- Maximum Asset Protection Against All Claims
- Significant Potential For Value Increase Over a Domestic Policy
- Ideal Solution for Oil, Gas and Energy Exploration, Business and Stock Sales, Intellectual Property
- Basic Examples of PPLI Structure Will be Explored
- Techniques and Examples
- Case Studies
- Basic Personal Protection
- Intermediate Personal Protection
- Advanced Personal Protection
- Basic Business Protection
- Intermediate Business Protection
- Advanced Business Protection
- Protecting a Home
- Protection During a Lawsuit?
- Equity Stripping
- International Asset Protection Trusts
- Private Placement Life Insurance
- Protecting a Professional Practice
- Protecting Real Estate
