April 2019
Tuesday, April 16, 2019
Domestic Asset Protection Strategies for Trust and Estate Planners
Topics to be covered:
- Practical asset protection strategies for estate and trust planners
- Asset protection with self-settled trusts, single member LLCs, and other entities
- Use of retirement fund accounts and plans to shield assets – and understanding the exceptions
- Strategies using annuity and insurance products to preserve assets
- Planning to maximize “exempt” assets under federal and state bankruptcy and creditor laws
- Understanding the risks and penalties if certain transfers are deemed fraudulent conveyances
Faculty: Jonathan E. Gopman, Akerman, LLP, Naples, FL