THIS PROGRAM HAS BEEN CANCELLED. IT WILL BE RESCHEDULED DURING THE FALL.
Protecting Your Client from Judgement: A Practical Take on Asset Protection
Wednesday, May 17, 2017
Registration/Dinner: 5:00 - 5:30 p.m.
Program: 5:30 - 8:30 p.m.
This program will teach you what you need to know about protecting your client’s assets from plaintiffs and creditors. We'll cover specific planning strategies and solutions, including planning with business entities, domestic and foreign trusts, transmutations, private retirement plans, gifting and sale techniques. Specific emphasis will be placed on the practical aspects of the planning.
You'll learn various ways, from the very simple to the very sophisticated, to protect specific assets common to most clients: houses, bank and brokerage accounts, rental real estate, businesses, intellectual property, professional practices, and retirement plans. Course materials will serve as a treatise on asset protection as well as a useful reference source for many of your planning needs, and will outline and diagram the discussed planning techniques and structures. The instructor will share many real-life case histories and anecdotes that will readily illustrate the effectiveness of various structures.
Register today to learn the most effective strategies and latest law in asset protection.
Jacob Stein, Esq., Aliant, LLP
Los Angeles County Bar Association
1055 W. 7th Street, Suite #2700
Los Angeles, CA 90017
3 hours of CLE credit is offered for this program
Small and Solo Section Members
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