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Though asset protection planning often seems to be the province of off-shore trusts available to only a limited range of clients, in fact asset protection planning utilizes a wide range of domestic planning vehicles, tools, and techniques that are of great value to many clients. Exemption planning allows clients to preserve real estate and other forms of property against claims of creditors and tort claimants. Retirement plans, annuity and insurance contracts, properly structured and held, also provide creative solutions to protect assets.Each of these vehicles and techniques comes with risks that must be carefully explored, explained and hedged. This program will provide you with a practical guide to utilizing domestic asset protection techniques to achieve client goals in trust and estate planning.
Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour
Jonathan E. Gopman, Akerman. LLP – Naples, Florida