Asset Protection Techniques for Real Estate (Telephone)
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This program will provide you with a real-world guide to accessible asset protection strategies for real estate, including the sophisticated use of limited liability entities, trusts and insurance products, key elements of drafting operating agreements and their traps, and use of forms of ownership and choice of law planning. The program will also discuss preserving assets that are currently financially distressed, including bankruptcy planning.

12/13/2017
When: Wedneday, December 13, 2017
12:00 PM - 1:00 PM CT

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MCLE Accreditation
Nebraska Activity #150038, 1.0 hours CLE (Distance Learning)

Appreciated real estate is often the most valuable asset held by a client.  Real estate as an asset class is also frequently subject to depletion through divorce, claims of creditors, tort claimants and others.  Ensuring that client real estate is properly held and administer to protect its value is the key task of many trust and estate plans. This program will provide you with a real-world guide to accessible asset protection strategies for real estate, including the sophisticated use of limited liability entities, trusts and insurance products, key elements of drafting operating agreements and their traps, and use of forms of ownership and choice of law planning.  The program will also discuss preserving assets that are currently financially distressed, including bankruptcy planning.

  • Practical asset protection techniques to protect real estate assets
  • Economic issues to consider on acquisition, holding and administration of real estate
  • Sophisticated use of LLCs and trusts to protect real estate
  •  Key provisions of LLC operating agreements and their traps in protecting real estate
  •  Forms of ownership and choice of law as asset protection
  •  Uses and traps of using real estate products
  • Bankruptcy planning opportunities and limitations for distressed real estate projects 
Jonathan E. Gopman is a partner with Akerman, LLP in Naples, Florida and chair of the firm’s trust and estate group. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.”  He is also 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 B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.

To Register:Cost $89.00

https://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=23017

  • Click on above link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion


If you need additional information on your CLE credits please contact:
Amy Prenda, Nebraska State Bar Association
(402) 475-7091 ext # 131; aprenda@nebar.com