Hone Your Knowledge and Skills in the Complex Area of Guarding Individual and Business Assets
The asset protection regulatory landscape is changing, bringing with it new compliance challenges and planning opportunities. This course will take you beyond a basic review of legal options to offer specific actionable strategies for helping the clients who need to safeguard what they've spent so much time and effort building. Register today!
Get an update on the new compliance and reporting laws governing asset protection: foreign and domestic.
Learn to spot potential risks by looking through the clients' financial documents.
Get expert tips for using business entities and trusts in guarding against financial risks.
Effectively separate and safeguard the physical assets of the company and personal assets.
Find out what specific trust provisions offer the greatest protection.
Individual Marital and Long-Term Care Planning
Use of LLCs and LLPs in Asset Protection Planning
Domestic Asset Protection Trusts (DAPTs)
Risks, Limitations, Defenses
Common Case Studies: Combining Multiple Techniques for Greater Results
Steven E. Clark is the senior partner and founder of Clark Firm PLLC, where he concentrates his practice on business formation, contractual agreements and advice, business and commercial litigation, employment and labor law, general civil litigation, healthcare, and construction. Mr. Clark has lectured and written on subjects such as choice of business entity considerations, trade secrets, non-competition agreements, partnerships, construction law, employment law, the Family and Medical Leave Act (FMLA), and the Fair Labor Standards Act (FLSA). He is also active in handling federal Department of Labor (DOL), state (TWC), and health integrity/ZPIC audits/investigations of employers and small businesses, and defending related litigation. Mr. Clark is licensed to practice before U.S. Supreme Court; U.S. Court of Appeals, Fifth Circuit; federal circuit, and all federal and state courts in Texas. He earned his B.A. degree and J.D. degree, with honors, from the University of Houston.
Charles I. Consagra is of counsel with Needle Law Firm, where he concentrates in the field of administrative law, with primary specialty in the areas of workers' compensation, unemployment compensation and Social Security. Since 1978, Mr. Consagra has been a part-time faculty member at Keystone College as an instructor in the areas of education, behavioral sciences, criminal justice and business law. He is an instructor in business for graduate students through Marywood University. Mr. Consagra earned his B.A. degree, magna cum laude, from the University of Scranton and his J.D. degree from Seton Hall University School of Law. He earned his Master of Arts degree in counseling psychology and his Master of Science degree in Ed from Marywood University. Mr. Consagra also holds a M.Div degree and Ph.D. degree (all but dissertations).
Gary A. Forster is managing partner and co-founder of ForsterBoughman. His practice spans thirty years and includes domestic and international corporate, asset protection, tax, and estate planning. Mr. Forster handles a variety of corporate and personal planning matters for business leaders and wealthy families. He is the author of three books. In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition. In 2020, Mr. Forster finished the second edition of The U.S. Estate and Gift Tax and the Non-Citizen, which explains how resident, and non-resident foreign nationals are impacted by the U.S. estate and gift tax. In 2021, he wrote The U.S. Wealth Transfer Tax and the Non-Citizen, a law school textbook.; Mr. Forster’s legislative amendments were adopted as Section 43A of the new Nevis LLC Ordinance - Nevis Limited Liability Company (Amendment) Ordinance, 2015. Mr. Forster earned a B.A. degree from Tufts University, graduating cum laude with majors in economics and Spanish literature. He received his J.D. degree from the University of Florida College of Law, graduating with honors. Mr. Forster continued his studies as a graduate fellow at the University of Florida College of Law, Master of Taxation program, earning an LL.M. degree. His education also includes studies at the University of Madrid, Oxford University, and Leiden University in the Netherlands. Mr. Forster is a member of the Florida and District of Columbia Bars, including bar sections for International and Tax Law. He is licensed to practice before the U.S. Tax Court and is a member of the American Bar Association Asset Protection Planning Committee.
Jerry E. Shiles is the managing member of the Oklahoma City law firm of Parman & Easterday, where his practice is concentrated in the areas of elder law, Medicaid, VA, estate planning, probate, and trust administration. Mr. Shiles has lectured extensively to professional groups in the United States, Europe and Japan. He has published numerous articles and treatises, and also is a co-author of the Oklahoma Bar Association's Family Law Section Practice Manual and co-author of the book, Estate Planning Basics: A Crash Course in Safeguarding Your Legacy. Mr. Shiles is a member of the American, Oklahoma County, and Oklahoma bar associations; State Bar of Nevada; District of Columbia Bar; the National Academy of Elder Law Attorneys; Oklahoma City Tax Lawyers; the Planned Giving Council of Oklahoma; the Oklahoma City Estate Planning Council; and a fellow of the American Academy of Estate Planning Attorneys. He is admitted to practice before the Fderal District courts; Ninth, Tenth and Federal Circuit courts of Appeal; U.S. Tax Court; U.S. Court of Appeals for the Armed Forces; U.S. Court of Federal Claims; U.S. Court of Customs and Patent Appeals; and U.S. Court of International Trade. Mr. Shiles is a recipient of the IRS Certificate of Recognition, Department of Defense Distinguished Civilian Service Award and Legion of Merit, and the ABA Distinguished Service Award. He earned his B.S. degree, dean's list, from the University of Nevada; his J.D. degree, with honors, from the University of Utah; his LL.M. degree from The Judge Advocate General's School-Army, University of Virginia; a certificate in German from the University of Connecticut; and his Masters degree from the United States Army War College.
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