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Asset Protection Planning – Part 3

Course Individual Modules

Asset Protection Planning – Part 3

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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)

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