Asset Protection

Date

January 17, 2012

All signs indicate that litigation is in a continuing upward spiral across the U.S. And, although some claims are meritorious, far too many are not. Timely “asset protection planning” can help clients weather this storm of litigation with their finances intact. This session will discuss ways in which you can help clients protect themselves from potential future creditors, including:

The ethics of asset protection planning
The law of fraudulent transfers
Exemption planning
The use of domestic asset protection trusts
The use of foreign asset protection trusts
Integrating asset protection planning into your client’s estate and financial plan

Speaker

Daniel S. Rubin, J.D., LL.M. (Taxation)

Partner, Farrell Fritz, P.C.

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