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1. Laying the Groundwork
2. Ethical Considerations and Fraudulent Transfers
3. Protecting Business Entities
4. Straightforward and Simple Solutions to the Taxation Challenges
5. Sophisticated Insurance Planning
6. Retirement Funds Planning

LAYING THE GROUNDWORK
9:00 - 10:00, Stephen E. Covell

• Goals of Asset Protection
• Protection From Lawsuits
• Investment Risk Insulation
• Supplemental Insurance
• Minimizing Tax Burden
• Types of Property and its Exposure to Collections
• AP Techniques That Simply Don't Work

ETHICAL CONSIDERATIONS AND FRAUDULENT TRANSFERS
10:15 - 11:15, Stephen E. Covell

• Rules of Professional Conduct
• Exposure to Liability
• Creditor vs. Transferee
• Two Types of Fraud: Actual and Constructive
• Badges of Fraud
• Constructive Fraud
• Surviving an Attack by Showing Proper Motive
• Creditors' Remedies
• What Transactions are Suspect?
• What is Not Covered by UFTA?
• The Three-Step/Four-Test Transfer Analysis

PROTECTING BUSINESS ENTITIES
11:15 - 12:15, Jesse J. Armentor

• Limited Partnerships, LLCs, C and S Corporations
• Internal and External Entity Protection
• Commercial Liability Insurance
• Accounts Receivable Protection
• Protecting Business Equipment
• Piercing the Corporate Veil
• Planning for the Family Farm

STRAIGHTFORWARD AND SIMPLE SOLUTIONS TO THE TAXATION CHALLENGES
1:15 - 2:15, Jesse J. Armentor

• Federal Estate Tax
• Gift Tax
• Generation-Skipping Tax
• Income Tax

SOPHISTICATED INSURANCE PLANNING
2:30 - 3:30, Stephen E. Covell

• Liability Insurance
• Life Insurance and Annuities
• Insurance Product Planning
• Premium Financing

RETIREMENT FUNDS PLANNING
3:30 - 4:30, Scott Grandbouche

• IRAs and Rollovers
• ERISA Qualified Retirement Plans
• Defined Contribution - 401(k), Profit Sharing
• Defined Benefit "Hybrid" Add-On Plans - Maximum Asset Protection and Tax Savings

JESSE J. ARMENTOR ,CPA, is principal in the office of Armentor & Associates, A Professional Accounting Corporation. He focuses his practice in small business accounting and tax services and financial planning for individuals. Mr. Armentor received his B.S. degree from the University of Louisiana at Lafayette, and holds an M.B.A. degree from San Diego State and an M.S. degree in accounting from Louisiana State University. He was an instructor of accounting at LSU from 1982-2008. Mr. Armentor is a member of the American Institute of Certified Public Accountants (AICPA) and the Louisiana Society of Certified Public Accountants.

STEPHEN E. COVELL is a partner in the Baton Rouge law firm of Covell & Covell where he concentrates his practice in the areas of estate planning and probate litigation. Mr. Covell has drafted more than 2,000 wills and trusts in his practice. He is the author of The Louisiana Legal Advisor , a guidebook covering Louisiana law for the layman, which is in its third edition, and he is a frequent speaker in the estate planning field for corporate-sponsored groups. He received his B.A. degree from the University of South Florida and his J.D. degree from the Louisiana State University Law Center. Mr. Covell is chairman of the Estate Planning Committee of the Louisiana State Bar Elder Law Task Force and is a member of the Louisiana and Baton Rouge Bar Associations, as well as the National Academy of Elder Law Attorneys. He is admitted to practice in Louisiana and in the U.S. District Courts of Louisiana.

SCOTT GRANBOUCHE is the founder and managing partner of WealthHarbor Capital Group, L.L.C. Mr. Grandbouche is a registered investment advisor with more than 30 years of experience in the financial services industry. Prior to founding WealthHarbor, he served as president/CEO of First American Investment Banking Corp. in Tampa, Florida, and has held local and regional management positions for E.F. Hutton & Co., Legg Mason Wood Walker, and Prudential Securities. A graduate of Louisiana State University, Mr. Grandbouche has been a featured speaker at numerous securities conferences and has received industry recognition for his training of investment professionals. He is a graduate of the Securities Industry Institute at the University of Pennsylvania's Wharton School of Business where he was recipient of the 1992 award for Creative Professional Accomplishment. He has also earned the ACCREDITED INVESTMENT FIDUCIARY™ designation from the Center for Fiduciary Studies, which is affiliated with the University of Pittsburgh. This professional designation is awarded to individuals that have completed formal training in investment fiduciary responsibility. He has been certified as an arbitrator for the New York Stock Exchange and serves as an expert witness for securities related litigation. His recent professional publications and presentations include, “Boosting Retirement Savings with a 401(k) Cash Balance Combination,” Louisiana State Society of CPA's Journal, Lagniappe ; "Age and Investment Risk," Ericksen, Krentel & LaPorte Newsletter; "Investment Strategies for Volatile Markets," National Association of Women Business Owners, New Orleans Chapter; “401(k) Fiduciary Liability,” Human Resource Management Association (HRMA); and “Navigating the Rough Seas of Corporate Retirement Plans – Corporate 401(k) Fiduciary Responsibility,” National Passenger Vessel Association, MariTrends Conference.

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