You already understand the legal principles behind asset protection. What you need right now is a practical guide to using these techniques to strategically form a plan. This course uses case studies and hypothetical scenarios to combine all the tools at your disposal into a cohesive strategy for 360° protection. Learn to use the knowledge you have most effectively – order today!

1. Introduction
2. Fraudulent Transfers
3. Strategic Planning
4. Domestic Trusts
5. International Asset Protection Trusts (IAPTs)
6. Family Limited Partnerships (FLPs) and Limited Liability Corporation(LLCs))
7. Insurance and Private Placement Life Insurance (PPLI)
8. Techniques and Examples

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

* denotes specialty credits

Presenter: Alan R. Eber
AM Session: 11:00 AM - 2:45 PM Eastern
AM Break: 12:15 PM Eastern

1. Introduction
   1. Goals
2. Fraudulent Transfers
   1. Proper Reasons to Transfer Assets
   2. Protecting Yourself - The Financial Affidavit
3. Strategic Planning
   1. Through the Eyes of a Master
   2. Visual Planning - A Technique
   3. Liability Absorbing Tools
   4. Numerous Examples Will be Explored
4. Domestic Trusts
   1. Domestic Asset Protection Trusts
   2. Self-Settled or Non-Self-Settled Trusts
   3. Discretionary or Mandatory Trusts
   4. Trust Protectors and Letter of Wishes
   5. Pre-Inheritance Trust & Upstream Planning
   6. Opportunity Shifting
   7. Basic Examples Will be Explored
5. International Asset Protection Trusts (IAPTs)
   1. Risks and Abuses to Avoid
   2. Contempt of Court and Impossibility as a Defense
   3. Protection vs. Control of Assets
   4. The International Trustee and Bank
   5. The Low Profiler: Two Tests Determine Whether a Trust is Foreign or Domestic
   6. Withdrawing Bridge
   7. International Equity Strip
   8. Settlor's Limited Power of Appointment
   9. Payment of Existing Creditors Provision
   10. Important Clauses to Make an IAPT Fully Asset Protected
   11. Basic Examples Will be Explored

Lunch

PM Session: 3:15 PM - 6:00 PM Eastern
PM Break: 4:30 PM Eastern

6. Family Limited Partnerships (FLPs) and Limited Liability Corporation(LLCs))
   1. Comparison of FLP to LLC
   2. Inside and Outside Liability.
   3. Business Purpose
   4. Funding the FLP
   5. Effect of a Charging Order
   6. Single and Multi-Member LLCs
   7. Effect of a Charging Order
   8. 15 Must Have Clauses to Make an LLC Asset Protected
   9. Basic Examples Will be Explored
7. Insurance and Private Placement Life Insurance (PPLI)
1. Owning Insurance through an ILIT
2. Private Placement Life Insurance
3. Tax-Advantageous Investing Via the PPLI
4. Investment Safety
5. Maximum Privacy Protection
6. Maximum Asset Protection Against All Claims
7. Significant Potential For Value Increase Over a Domestic Policy
8. Ideal Solution for Oil, Gas and Energy Exploration, Business and Stock Sales, Intellectual Property
9. Basic Examples of PPLI Structure Will be Explored
8. Techniques and Examples
   1. Case Studies
   2. Basic Personal Protection
   3. Intermediate Personal Protection
   4. Advanced Personal Protection
   5. Basic Business Protection
   6. Intermediate Business Protection
   7. Advanced Business Protection
   8. Protecting a Home
   9. Protection During a Lawsuit?
   10. Equity Stripping
   11. International Asset Protection Trusts
   12. Private Placement Life Insurance
   13. Protecting a Professional Practice
   14. Protecting Real Estate

ALAN R. EBER is a pioneer in the asset protection field, an author and highly sought after speaker on estate and wealth planning and protection. Mr. Eber practices law in the fields of foreign and domestic asset protection, estate planning, trusts, business structuring, federal and international taxation, and wealth strategies. Since 1974 he has assisted clients in establishing a wide variety of wealth preservation structures, many of which contain valuable tax savings features. Mr. Eber's books on basic asset protection, family limited partnerships and offshore planning have been adopted by the Education Foundation of the California Society of Certified Public Accountants ("Foundation") and the American Institute of Certified Public Accountants, for use in California and throughout the United States for professional classes. His new book Asset Protection Strategies & Forms, was released by James Publishing (a major law book publisher) in 2007. Mr. Eber's eight-hour course on basic asset protection was introduced to the CPA Education Foundation in 1994 and was sponsored by them for presentation to their members more than 45 times in the following four years. His newest eight-hour course "Advanced Asset Protection" has been sponsored by numerous professional groups in California, Nevada and Washington. Mr. Eber is the author of numerous articles concerning asset protection techniques. His article "The Asset Protection Strategist" has become a classic for both the lay and professional reader. Mr. Eber earned his J.D. degree from The State University of New York, his LL.M. degree from New York University and studied international taxation at the University of Brussels. He is a member of the New York State Bar Association and State Bar of California, as well as admitted to practice before the U.S. Tax Court. Mr. Eber is a member of Wealth Counsel and is the founding member of the Estate and Wealth Strategies Collaborative.

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Phone: 866-240-1890

Email: credit@nbi-sems.com