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OnDemand Course

Asset Protection Planning and Techniques

Learn the benefits and requirements needed for asset protection for an individual or business.

There is a great deal of mystery and misconception with regard to offshore asset protection trusts. The facts, however, show that such trusts are an important and powerful tool in protecting wealth built over a lifetime of hard work and prudent investing, while providing control over such assets. Offshore trusts can offer the beneficiary privacy, protection from excessively litigious societies, and enhance personal security and mobility, among other benefits. This topic will provide key points on the factors to consider when evaluating whether an offshore asset protection trust is the right fit, the rigorous process a candidate must undertake to create one, and the pros and cons of various jurisdictions that are commonly considered in their establishment.

Runtime: 95 minutes
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Why Lorman?

Over 33 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

What Is Asset Protection Planning and How Offshore Asset Protection Trusts Enhance a Plan

  • The Benefits of Going Offshore
  • Factors to Consider When Determining Jurisdiction
  • Typical Setup

The Process of Determining Whether an Offshore Asset Protection Trust Is the Right Choice

  • Screening of Clients
  • Due Diligence
  • The Benefits of Establishing a Trust in Nevis
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Why Lorman?

Over 33 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 Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on November 20, 2018.

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

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     

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

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Why Lorman?

Over 33 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

Jonathan E. Gopman

Jonathan E. Gopman

Akerman LLP

  • Partner, Chair, Trusts & Estate Practice with Akerman LLP
  • Practice is focused on sophisticated wealth accumulation and preservation planning strategies for high net worth individuals and entrepreneurs
  • Assists clients with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle
  • Takes a four part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures
  • Substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning
  • J.D. degree, Florida State University College of Law; LL.M. degree, estate planning, University of Miami School of Law
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Why Lorman?

Over 33 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
  • 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: 403963
Published 2018
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Available in Multiple Formats

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