Asset Protection Planning

From the underlying substantive law to practical aspects of asset protection, you will learn how to keep your assets from plaintiffs, creditors or an agency of the federal government. We’ll review planning strategies and solutions, including planning with community property, use of domestic and offshore business entities, domestic and foreign trusts, equity strips, private retirement plans and many others. We will look at how to protect assets in a troubled economy from lenders and landlords holding personal guarantees and how to plan after a lawsuit, a default or an accident.

The discussion will focus on the various ways to protect common assets, such as:

Houses,
Bank and brokerage accounts,
Businesses and professional practices
Retirement plans.