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Domestic Asset Protection Strategies for Trust and Estate Planners

April 16, 2019 @ 12:00 pm - 1:00 pm

Though asset protection planning often seems to be the province of off-shore trusts available to a limited range of clients, in fact asset protection planning utilizes a wide range of domestic planning vehicles, tools, and techniques that would be of use and 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 a creative solutions to protect assets. Each of these vehicles and techniques come 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 Hours


• Practical asset protection strategies for estate and trust planners
• Asset protection with self-settled trusts, single member LLCs, and other entities
• Use of retirement fund accounts and plans to shield assets – and understanding the exceptions
• Strategies using annuity and insurance products to preserve assets
• Planning to maximize “exempt” assets under federal and state bankruptcy and creditor laws
• Understanding the risks and penalties if certain transfers are deemed fraudulent conveyances


Jonathan E. Gopman, Akerman, LLP – Naples, Florida