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About the Teleseminar
Though asset protection planning often seems to be the province of off-shore trusts available to a limited range of clients, in fact asset protection planning utilizes a wide range of domestic planning vehicles, tools, and techniques that would be of use and great value to many clients. Exemption planning allows clients to preserve real estate and other forms of property against claims of creditors and tort claimants. Retirement plans, annuity and insurance contracts, properly structured and held, also provide a creative solutions to protect assets. Each of these vehicles and techniques come with risks that must be carefully explored, explained and hedged. This program will provide you with a practical guide to utilizing domestic asset protection techniques to achieve client goals in trust and estate planning.
- 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
About the Speaker
Jonathan E. Gopman is the managing partner of the Naples, Florida office of Akerman. LLP, where his practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He is co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.” He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners. Mr. Gopman received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate Law Specialty Credit Hour
(Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs. Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period. For FAQ’s please click here.