Many asset protection planners effectively assist their clients with establishing and maintaining good asset protection plans. However, many do not understand the limits of such planning in certain situations. There are obviously a number of ways to undermine one’s own asset protection plan; for example, not treating corporations, LLCs, and trusts as legitimate, separate entities. However, this topic will focus on problems that, in the presenter's experience, are often underappreciated and which can create liabilities that entirely bypass an asset protection plan. Specifically, this topic will address improper ownership of NFA or Title II firearms, improper ownership of private aircraft, the trust fund recovery penalty for federal payroll tax withholdings, and individual ownership or signature authority over foreign accounts. While this is by no means an exhaustive list of issues that bypass an asset protection plan, these problems are relatively common and often handled inappropriately.
Agenda
Faculty
Sterling S. Olander
Kirton McConkie PC
- Attorney at Kirton McConkie PC, the largest law firm in Utah
- Practice emphasizes tax and estate planning, asset protection, and business
- Writes a blog at www.CPAatLaw.com, which has over 82,000 hits
- Certified public accountant with a master of accountancy degree in tax
- J.D. degree, cum laude, J. Reuben Clark Law School, Brigham Young University
- Can be contacted at 801-350-7640, [email protected], or Twitter® @CPAatLaw
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