Nebraska Activity #118530, 1.0 hour CLE
Though asset protection planning often seems to be the province of offshore trusts available to a limited range of clients, in fact it utilizes a wide range of foreign and domestic planning vehicles, tools, and techniques that would be of use and great value to many clients. Exemption planning allows clients to preserve real and sometimes other forms of property against claims of creditors and tort claimants. Retirement plans, annuities, and insurance contracts, properly structured, also provide creative solutions to protect assets. In addition, however, there are easily accessible foreign trusts that may provide substantial benefits to clients. Each of those vehicles and techniques come with risks that must be carefully explored, explained, and hedged. This program provides you with a practical guide to utilizing domestic and foreign asset protection techniques to achieve client goals in trust and estate planning.
• Practical asset protection strategies for estate and trust planners
• Use of domestic and foreign trusts, tools, and techniques to achieve client goals
• Planning to maximize “exempt” assets under federal and state bankruptcy and creditor laws
• Use of retirement fund accounts and plans to shield assets—and understanding the exceptions
• Strategies using annuity and insurance products to preserve assets
• Asset protection with self-settled trusts, single-member LLCs, and other entities
• Understanding the risks and penalties if certain transfers are deemed fraudulent conveyances
Speakers: Jonathan E. Gopman is the managing partner of the Naples, Florida, office of Akerman Senterfitt LLP, where his practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He is coauthor of the revised version of the BNA Tax Management Portfolio Estate Tax Payments and Liabilities. He is a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners. Mr. Gopman received his LL.M. from the University of Miami.
Ryan Beadle is an attorney in the Naples, Florida, office of Akerman LLP, where he counsels individuals and families in sophisticated domestic and international estate planning, life insurance planning, trust and estate settlement, and generation-skipping transfer tax planning. He also assists individuals with ownership and succession issues related to investments in real property through the use of closely held and family business entities, as well as the transfer of family homes through the creation and administration of qualified personal residence trusts. Mr. Beadle earned his LL.M. in taxation from the University of Miami School of Law.
To Register:Cost $89.00
If you need additional information on your CLE credits please contact:
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Sara Weber, Nebraska State Bar Association
(402) 475-7091 ext # 131; firstname.lastname@example.org