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California Asset Protection Planning

Understand specific asset protection planning strategies for your clients in California.

Asset Protection Planning has become a major concern for professionals, business owners, real estate investors and other persons of high net worth. Expanding theories of liability by the courts have created a proliferation of litigation and claim assertion that is now of major and critical importance to clients with property and business concerns. Lawyers may now have a duty to take into account Asset Protection Planning in advising clients with respect to estate and business planning matters. This live webinar will help you to understand how to focus in on the Asset Protection Planning objectives of your client. It will provide several ideas and specific explanations related to California strategic planning, setting up and implementing business and real estate structures and utilizing trusts.

Runtime: 91 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview

  • What Is Asset Protection Planning?
  • Who Needs Asset Protection Planning?

Inside Liability Protection

  • Existing Business Structure
  • Inside Creditors
  • Limitations
    • Uniform Voidable Transaction Act
    • Bankruptcy Limitations
    • Federal and State Criminal Violations

Outside Creditors

  • Claimants or Creditors
  • Typical Clients

The LLC

  • Charging Order
  • Forum Shopping
  • Single Member LLCs
  • Assignment of Member Interests

Domestic Asset Protection Trusts (DAPT)

  • What Are the Benefits of a DAPT?
  • How Do You Construct a DAPT?
  • Which State Law Do You Use?
  • Modular Structure Utilization

Foreign Asset Protection Trusts (FAPT)

  • When Do You Use Them?
  • What Are the Benefits?
  • Which Jurisdiction?
  • Modular Structure Utilizing LLCs

California Private Retirement Plan

  • What Are They?
  • How to Set up?

Case Studies

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on November 28, 2017.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • CA MCLE 1.5
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • CA MCLE 1.5
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Ben Schwefel

Matsen Voorhees LLP

  • Attorney with the law firm of Matsen Voorhees LLP
  • Primary areas of practice including: estate planning, asset protection, business formation, trust administration, probate, and trust litigation
  • Works with individuals, families, trustees, executors, personal representatives, and small business owners
  • Active member of the Young Lawyers Division and Trust & Estates Section of the Orange County Bar Association, the Orange County Chapter of the USD Law Alumni Association, and Christian Legal Society
  • J.D. degree, San Diego School of Law
  • Can be contacted at 714-384-6580 or [email protected]

Jennifer Wilson

Matsen Voorhees LLP

  • Member with the law firm of Matsen Voorhees LLP
  • Practices in the areas of estate planning and asset protection
  • Member of the Trusts & Estates and Elder Law sections of the Orange County Bar Association
  • Member of the Executive Committee of the Orange County Chapter of the J. Reuben Clark Law Society and of the international Women in Law Committee in the same law society
  • J.D. degree, cum laude, Brigham Young University’s J. Reuben Clark Law School
  • Can be contacted at 714-384-6580 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401157
Published 2017
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