Asset Protection Planning – Part 2

– Learn asset protection in a practical and real world manner
– Learn how to cultivate significant client referrals with asset protection planning
– Learn how to avoid the asset protection “scams” in the marketplace
– Learn why you do not want to rely on domestic asset protection trust
– Learn why offshore planning doesn’t necessarily mean “offshore
– Learn how CICs can be a nice tax planning tool and asset protection tool.
– Learn asset protection from the only unbiased educational source in the country

This course in Asset Protection introduces the following topics.

• Domestic Asset Protection
• Fraudulent Transfers
• Homestead exemption
• Life insurance and Annuities
• Retirement Plans and IRAs
• Typical Asset Protection Plans that do not always work (Co-Ownership)
• Sole proprietors
• Partnerships
• Corporations (C- and S-corporations)
• Piercing the corporate veil
• Director’s and officer’s liability
• Trustee/Fiduciary liability
• Limited Liability Companies/Family Limited Partnerships
• Charging orders
• Trusts as Asset Protection Tools
• Personal Residence Protection
• Accounts Receivable (A/R) Asset Protection
• Offshore Asset Protection
• Why offshore
• Pitfalls to offshore planning
• Offshore Limited Liability Companies (LLCs)
• Offshore Asset Protection Trusts
• Closely Held Insurance Companies (CICs)