Asset Protection Strategies (SMTX60PM)

Thursday, May 25, 2017 | 1:00 PM - 4:30 PM (Registration at 12:30PM) EST |

Instructor

Arthur Werner

Description

It has become exceedingly difficult for business people, professionals and other individuals to conduct their affairs without exposure to the hazards of litigation and creditors. There are many methods by which individuals with significant assets at risk can legitimately protect their personal net worth. This course is designed to provide you with an understanding of asset protection techniques.

Objectives

To give practitioners insight into the methods used to protect and preserve a client's wealth during the client's lifetime.

Cost

Standard Registration: $214 SCACPA Members, $264 Non-Members
Reciprocal Discount: ($50)

Major Topics

  • Introduction to asset protection planning
  • Non-grantor irrevocable trusts
  • Domestic asset protection trusts
  • Foreign trusts
  • Pension plans and IRAs
  • Family partnerships
  • Dynasty trusts
  • Private annuities and self-canceling installment notes



DETAILS

Course Code:
SMTX60PM

Credits:
2.00 Specialized Knowledge & Application, 2.00 Taxation

Field of Study:
Taxation

Vendor:
Werner-Rocca Seminars, Ltd.

Course Type:
Seminars

Level:
Basic

Prerequisite:

None

Advanced Preparation:

None

 

 

 

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