Asset Protection: Themes and Legal Considerations

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