Asset Protection: Themes and Legal Considerations

Credits in

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Practice Areas:

Banking & Financial Services, Wills, Trusts, & Estates

Icon About This Course

This seminar on Asset Protection will provide a structured overview of the topic's key themes and legal considerations. Each section is designed to guide the attendee through the complexities of asset protection planning while emphasizing the importance of ethical practice and legal compliance.

This course will provide an overview of asset protection planning and its significance for legal practitioners. Attendees will explore the “Nuts and Bolts” regarding how these structures look and work. Finally, ethical and legal considerations involved in asset protection will be discussed.

This course is designed for attorneys with little to some experience in estate planning that would like more information on the legal frameworks for asset protection.

Learning Objectives:

  • Explore legal frameworks such as the International Trusts Act and tax codes related to asset protection
  • Assess how criminal exposure can intersect when asset protection planning
  • Recognize the ethical and legal considerations involved when asset planning
  • Strategize asset planning that emphasizes ethics and legal compliance
     

Production Date: 3/21/2025 | Closed captioning (CC) available

About the Presenters

Craig Redler, Esq.

Law Offices of Craig S. Redler

Practice Area: Wills, Trusts, & Estates (+ 2 other areas)

Craig S. Redler has held positions with Amicorp in its offices in Auckland New Zealand and Miami Florida, and Southpac Trust International, Inc. with offices in the Cook Islands and Tauranga New Zealand. His responsibilities included serving as Trustee for off-shore trusts settled by high net-worth clients along with structuring bank accounts throughout various countries in Europe and Asia.Redler was most recently with the Jeffrey M., Verdon Law Group in Newport Beach California. Prior to that, he was an original shareholder of the Law Offices of Redler & Seigel, P.C., an estate planning, tax planning and trust administration law firm ...

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