Asset Protection Planning - What Can Succeed and What's Doomed to Failure
This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.
A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.
Registration will close at 5 pm on Thursday, November 13th.
Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This webinar will address the following:
- Avoiding fraudulent or voidable transfers
- Tenancy by the entirety form of ownership and joint spousal trusts
- Extent of protection inherent in qualified retirement plans, IRAs and life insurance
- Domestic asset protection trusts
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