Celesq® Programs

Asset Protection Planning Techniques for Clients with Modest to Medium-Sized Estates

Expired
Program Number
2114
Program Date
2011-05-17
CLE Credits
2

Regardless of the size of a client’s estate, whatever a particular client has means a lot to him or her. For this reason, it is typically worthwhile for each client to at least consider some degree of asset protection as part of his or her estate planning. In this program, Barry Engel and Ed Brown discuss asset protection planning strategies tailored for individuals with small to medium-sized estates. Topics include: 1) the use of state law exemptions; 2) joint ownership of property; 3) spousal gifting; 4) use of insurance; 5) use of annuities; 6) planning through corporations, family limited partnerships and family limited liability companies; 7) limited partnership associations, limited liability limited partners and other creatures of statute; 8) domestic trust planning; 9) change of domicile; and 10) cautions concerning business practices.

Available in States

  • Arizona
  • California
  • Colorado Eligible
  • Colorado Homestudy
  • Georgia
  • Missouri
  • New Jersey Eligible
  • New York
  • Texas Self Study

Program Categories

  • Asset Protection
  • Bankruptcy Law & Creditor Rights
  • Colorado Homestudy
  • Corporate and Commercial Law
  • Domestic Relations
  • Estate Planning
  • Insurance Law
  • Regulatory and Administrative Law
  • Taxation Law

PROGRAM CREDITS

  • Skills : 1 Credit
  • 1 General CLE credit : 1 Credit