Asset Protection Planning

From the underlying substantive law to practical aspects of asset protection, attorneys will learn how to keep their assets from plaintiffs, creditors, or an agency of the federal government. This program will review planning strategies and solutions, including planning with community property, use of domestic and offshore business entities, domestic and foreign trusts, equity strips, private retirement plans, and many others. We will look at how to protect assets in a troubled economy from lenders and landlords holding personal guarantees and how to plan after a lawsuit, a default, or an accident. The discussion will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices, and retirement plans.

Learning Objectives:

1. Discover specific planning and structuring techniques that have been used and tested
2. Review the underlying substantive law and practical application
3. Implement each structure and for what type of asset and client
4. Plan for community and separate property assets, the use of business entities, trusts, equity strips, offshore structures, installment sales to insiders, etc