Asset Protection Planning: What Every Practitioner Should Know

(2377 Ratings)

Produced on: February 19, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 60 minutes
Difficulty Beginner

Asset protection planning has become recognized as an important and integral aspect of the estate planning process, and is no longer limited to offshore strategies. Fifteen states have now enacted legislation providing creditor protection for self-settled trusts. 

 

Noted attorney Gideon Rothschild's presentation includes a discussion on ethical considerations and fraudulent conveyances, domestic and foreign legislative developments; challenges against self settled trusts; when to use domestic vs. foreign trusts; how to promote the use of discretionary trusts by learning the tools of flexible drafting and using self settled trusts for estate tax savings.

 

Learning Objectives: 

I.     Understand the need for asset protection

II.    Grasp Ethical considerations and fraudulent conveyances

III.   Know the different strategies for asset protection

IV.   Utlizize third party beneficiary trusts

V.    Use self settled trusts and challenges thereto - Domestic vs. Offshore

VI.   Comprehend estate planning with self settled trusts

 

Program Attorney: Sigalle Barness

Faculty

Gideon Rothschild

Moses & Singer LLP

Gideon Rothschild is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and foreign trusts. 

Mr. Rothschild is the Chair of the Real Property, Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers. He is a member of the Advisory Boards of BNA’s Tax Managementand Trusts and Estates, the Immediate Past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP), and a member of the New York State Bar Association. 

He has taught as an Adjunct Professor at the University of Miami Law School Graduate Program and New York Law School and has lectured frequently to professional groups including the University of Miami’s Philip Heckerling Institute, the New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, and the American Institute of Certified Public Accountants. 

Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning and has authored numerous articles for publications including Trusts and Estates and Estate Planning. Mr. Rothschild was elected to the National Association of Estate Planners and Councils Hall of Fame as a Distinguished Accredited Estate Planner and is listed in Chambers USA, Best Lawyers in America, Top 100 New York Superlawyers and Worth’s Top 100 Lawyers. Mr. Rothschild is also licensed as a Certified Public Accountant.

Mr. Rothschild distinguishes himself from many of his peers in that his estate planning recommendations are integrated with asset protection objectives. That is, by educating his clients on the non-tax benefits available with trusts and other vehicles and how they can be drafted in a flexible manner, his clients can achieve both tax savings and wealth preservation. Such benefits include protection from divorce, creditors or litigation exposure.

Reviews

TL
Thomas L.

Good basic overview.

FR
F. Renee R.

Great

KO
Karl O.

Excellent overview.

HK
Harvey K.

Good

RE
Robert E.

Very informative.

SW
Stuart W.

Excellent presentation on all aspects of asset protection.

GM
George M.

Very informative course. Would highly recommend this course.

MH
Michael H.

Excellent course and instructor!

RM
Richard M.

Very fine presentation

PK
Paul K.

well presented

AS
Andrew S.

Good, informative course.

SA
Starr A.

Lots of interesting, relevant, useful information. The accompanying outline is fantastic.

JL
Jason L.

Excellent presenter and materials!! Best CLE I've listened to yet

LR
Lynn R.

Excellent program.

MS
Michael S.

interesting perspective

AW
Allan A. W.

Excellent presentation

CB
Christopher B.

Thank you!

RW
Rich W.

Excellent course

MV
Marshall V.

Very educational. Need to learn more.

JJ
Jane J.

Excellent, thorough presentation.

RN
Robert N.

Really good CLE. I would like to hear more about specific trusts presented by him.

BN
Barbara N.

Excellent overview of the mine field. Articulate. Held my attention throughout although i felt daunted by the complexity of the issues.

CG
charles g.

Very knowledgeable presenter. Interesting and wide breadth of topics.

RS
Richard S.

Extremely helpful!

GY
George Y.

great presentation

SM
Scott M.

Great course!

DO
David O.

The lecturer was excellent. Clearly an expert in the area of asset protection.

AF
arthur f.

high-level class by attorney with 25 yrs experience in NY.

EA
Erin A.

Very hard to hear, but great content!

LD
Lynnette D.

Excellent

DW
Derek W.

Very well done.

AC
Alison C.

Useful course

LB
Louise B.

very educational

TD
Tom D.

Excellent presentation.

RW
Ronald W.

Thank You!

SM
Sheldon M.

Good program.

PH
paul h.

Well done.

GB
Gabrielle B.

Excellent presentation. Could be extended to more than one hour. There was a lot of material to cover and speak had to speak a bit too fast.

MB
Mark B.

Good overview of complex subject.

CK
Carole K.

Outstanding presentation!

CM
Craig M.

Great presentation.

SY
Steven Y.

Extremely knowledgeable speaker and in-depth for a 1-credit class. Very well done!

CB
Carrie B.

speaker is very knowledgeable.

TH
therese h.

excellent presentation, so much info will watch again!

BD
Brian D.

Excellent!

SB
Susan B.

This was a very interesting course. Thank you.

BC
Bernice C.

Excellent course; extremely informative and concise.

RC
Richard C.

Very interesting and eudcative!

DF
Dale F.

very valuable information

TM
Thomas B. M.

Good information

SL
Steven L.

Very knowledgeable speaker

MG
MADELINE SHEILA G.

Very good presentation - topic warranted expansion of time

MA
Marci A.

interesting!

RD
Ryan D.

Thank you.

JB
John-Frederick B.

Very informative presentation.

WS
Wallace S.

the presenter was obviously very knowledgeable in this field very interesting presentation

SB
Suzanne B.

Very good. Going to retake inasmuch as there is a lot to digest here. Thank you.

AP
Andrew P.

enjoyed. Will listen to it again.

TF
Thomas F.

Very impressive speaker

JD
Jennifer D.

Very informative and great course.

KA
Kendra A.

EXCELLENT, one of the best online CLEs I've taken. Very interesting, informative and engaging. The handouts were superb!

RH
Rebecca H.

very helpful

DC
Donna C.

great presentation and nicely detailed materials

RF
Ronald F.

extremely impressed with the presentation

PA
Patrick A.

Generated good ideas

RS
Robert S.

Great overview of avenues to meet needs of client

KL
Kipp L.

This was a really excellent presentation with great supporting materials. I highly recommend it to estate planning professionals.

JB
Judith B.

informative

CO
Chukwuka O.

Great Instructor!

LG
Linda G.

informative

JB
Joseph B.

his short presentation in a complicated area of practice was very helpful

JN
Jeffrey N.

Terrific

AS
Anna S.

A very useful reminder .

MG
Maria G.

Lots of great ideas. Thank you!

LM
Leticia M.

Very easy to understand.

SD
Stefanie d.

This seminar is so dense with information that it took me a hour and a half to get through the one- hour webinar. Fantastic.

RK
Robert K.

Excellent

CB
christine b.

Really liked the speaker pace and style

DR
Deborah R.

Very knowledgeable on topic

DM
David M.

clearly a mega professional in his area of expertise!

LB
Larry B.

very good course

CG
charles g.

Very good content. I wish there could have been about twice the amount of time allotted to cover the information.

JC
Jennifer C.

Very helpful information regarding trusts.

TM
Tito M.

Great Presentation thank you

FC
Frank C.

Excellent coverage of the subject.

WW
Win W.

Very well presented.

PH
Paul H.

Should have been longer, lots of info.

SC
Silvia C.

Very interesting.

CL
Chere L.

Excellent. I am sorry he had laryngitis!

LW
Lane W.

Speaker was very well versed in the every day aspects of the subject and gave good practice tips.

TS
Terence S.

excellent!

AM
Amanda M.

Very helpful for young/newer practitioners! So glad substantive and in-depth content is covered! Thank you.

AC
Adam C.

Basic but informative.

Load More

$59

$ 59 Wills, Trusts, & Estates In Stock

Accreditation

Get Unlimited Access to Lawline Courses

Unlimited CLE Subscription gives you access to take almost any course from our catalog and earn as much CLE credit as you need.