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Live Webinar

90-minute live streaming program
  • November 28
  • 1:00 - 2:30 pm EST

California Asset Protection Planning

November 28

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.

Learning Objectives

- You will be able to describe how to structure and design a plan to meet the Asset Protection Planning challenges of a particular client.

- You will be able to identify the potential liability issues facing your clients.

- You will be able to recognize the various issues involved in Asset Protection Planning.

- You will be able to explain the concepts and theories of Asset Protection Planning to your clients.

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Why Lorman?

Over 30 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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More Program Information

Why Lorman?

Over 30 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

Live Webinar Registration

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • 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.
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of estate planning. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.

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More Program Information

Why Lorman?

Over 30 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

Jennifer Wilson

Matsen Voorhees LLP

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More Program Information

Why Lorman?

Over 30 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.

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

  • Live Webinars
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* For audio recordings you only pay shipping

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Product ID: 401157
Published 2017
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