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 the participant an understanding of the techniques employed in protecting assets.

Objectives

  • To allow the practitioner to gain insight into the methods used to protect and preserve a client's wealth during the client's lifetime.

Cost

Early Bird Registration: $199 SCACPA Members (by 5/4/2017)
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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