Your favorite 94 year-old client calls and you can tell right away she is panicked. She got into a minor fender bender last week on the way to bingo at church and now her so-called “friend” is suing her. She wants to know if there’s any way to protect the one asset that is important to her – the family home she’s lived in for over 70 years.
Make Your Clients Judgement Proof
In this course you will learn various ways to protect assets common to all clients: houses, bank & brokerage accounts, rental real estate, businesses & professional practices and retirement plans.
Jacob Stein will show you how this can be accomplished and how you the way to protect your client’s assets from creditors. Jacob will mainly cover specific asset planning strategies & solutions, myths about asset protection planning and commonly used asset protection structures. To access the course please click here: Making Your Clients Judgement Proof.
Further topics discussed
* Personal guarantee cases
* The timing of asset protection
* The “Home Depot” method of hiding assets
* The overall goal of asset protection
* LLCs & LLPs
* Irrevocable trusts
* Trust protectors
* Offshore structures
Jacob Stein is a partner with the law firm Aliant, LLP, in Los Angeles, California. A prolific writer and speaker, Mr. Stein has represented over a thousand clients, from Forbes 400 families to Internet entrepreneurs. He focuses on asset & income protection, in addition to International Tax issues.
This CLE course is offered in the following states:
* Alaska (AK)
* Arizona (AZ)
* California (CA)
* Connecticut (CT)
* District of Columbia (DC)
* Illinois (IL)
* Maryland (MD)
* Massachusetts (MA)
* Michigan (MI)
* Missouri (MO)
* New Hampshire (NH)
* New Jersey (NJ)
* New York (NY)
* North Dakota (ND)
* Pennsylvania (PA)
* South Dakota (SD)
Attorney Credits offers CLE for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.