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Texas Asset Protection Planning

Gain knowledge on building estate planning documents for clients while maintaining the proper protection needed. Many business advisors have assisted their clients with forming business entities, preparing other asset protection services, and even recommending or preparing estate planning documents, but have failed to adequately protect the client and his or her family from potential disaster. The most common practices often fall short of giving the client the perceived protections. This topic helps the persons responsible for asset protection planning to understand how first to identify which assets need to be protected and then how to recommend solutions that will actually provide protection from creditors. The content also explains the various methods available to protect a client's business and personal assets and how to best recommend passing those assets upon the client's death in a manner that provides the most asset protection for the beneficiaries. This information is critical for practitioners who regularly advise business clients as well as those who provide advice to clients with large amounts of non-exempt assets.


Runtime: 94 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

Exempt vs. Non-Exempt Assets in Texas

  • Statutory Exemptions
  • Recent Case Law Changes Affecting Inherited IRAs

Creating and Organizing Business Entities to Maximize Asset Protection

  • Corporation vs. LLC
  • Using a Series LLC
  • Corporate Formalities

Protecting Non-Exempt Assets

  • Viability of the Family Limited Partnership
  • Using an LLC and/or Series LLC

Estate Planning Tools

  • Transfers to Trusts
  • Direct Transfers to Spouse/Children
  • Leaving Inheritances in Trust

Marital Agreements

  • Premarital Agreement Planning
  • Postmarital Agreement Planning
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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.

Credits

OnDemand Webinar

This course was last revised on November 30, 2017.

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

  • TX MCLE 1.5
     
  • This program has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.5 credit hours. Lorman Education Services is an accredited sponsor, approved by the State Bar of Texas, Committee on MCLE. This program has been approved by the Texas State Bar College for 1.5 hours of CLE credit.
     
  • TX CPE 1.8
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.8 hours of continuing professional education.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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

Audio & Reference Manual

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

MP3 Download

This program format 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

Alan L. Stroud, JD & CPA

Alan L. Stroud, JD & CPA

Beck & Associates, PLLC

  • Attorney with Beck & Associates, PLLC
  • Board Certified by the Texas Board of Legal Specialization in Estate Planning & Probate Law
  • Practice emphasizes all aspects of Estate Planning and Probate Law, Asset Protection Planning, Business Planning and Tax Planning
  • Conducts regular seminars and workshops on numerous topics covering asset protection strategies
  • B.B.A. degree in accounting, The University of Texas at Arlington; J.D. degree, Tulsa University College of Law; and LL.M. degree in taxation, New York University
  • Member of the State Bar of Texas and C.P.A.
  • Can be contacted at [email protected] or (281) 440-4777
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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.

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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$699/year

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Product ID: 401159
Published 2017
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Available in Multiple Formats

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