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ENGAGE 2020


Asset Protection Planning (PFP, EST)


Jun 8, 2020 11:15am ‐ Jun 8, 2020 12:05pm

Description

All signs indicate that the prevalence of litigation is in a continuing upward spiral across the United States. Although some claims are meritorious, far too many are not. In such an atmosphere, any one with even a modicum of wealth is subject to an unacceptable level of risk. Aggravating this problem is the fact that even in those instances where liability might, unfortunately, be clear, the extent of the injury and, by extension, the dollar amount of the damages, often remains subjective and can therefore be grossly inflated by an overzealous judge or jury.

Timely and professional asset protection planning can help weather the storm of litigation and should be considered whenever you are called upon to advise a client in connection with their investment planning, tax planning, retirement planning, insurance planning or estate planning. This seminar will discuss ways in which your clients can protect themselves from potential future creditors, including (i) the ethics of asset protection planning, (ii) the law of fraudulent transfers, (iii) exemption planning, (iv) domestic and foreign asset protection trusts, and (v) integrating asset protection planning into your client’s estate planning.

Learning Objectives:
  • Understand the law of fraudulent transfers, and when it is ethical, legal and perhaps even obligatory to advise clients concering asset protection planning.
  • Learn the various techniques that might be employed, depending on the particular circumstances, to protect a client's assets against potential future creditor claims.

Speaker(s):

  • Dan S. Rubin, J.D., LL.M. (Taxation), Partner, Moses & Singer LLP
Tags: PFP EST
Category: Concurrent Session (Onsite and Online)

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