Celesq® Programs

Estate Planning Strategies and Asset Protection Designs for Clients in High Risk Business Operations

Expired
Program Number
1867
Program Date
2008-11-06
CLE Credits
2

Edward D. Brown and Barbara Ann Dalvano discuss estate planning strategies and asset protection designs for clients in high risk business operations. Topics include: 1. What is the best way to own the primary residence/vacation home? 2. Should mutual funds be jointly owned by spouse? 3. Life insurance naming "Estate" as the beneficiary 4. Retirement and IRA accounts 5. Business entity and co-owners 6. What is the best way to hold business interests? 7. Nevada vs. Colorado Trust-Level I Planning 8. Third-party trusts 9. Protecting the hard assets-stripping the equity 10. Protection at the LLC/PC level-Level II planning

Available in States

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

Program Categories

  • Asset Protection
  • California Participatory MCLE Programs
  • Corporate and Commercial Law
  • Estate Planning
  • International Law
  • New York Accredited
  • Real Estate
  • Taxation Law

PROGRAM CREDITS

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