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Celesq® Attorneys Ed Center

Asset Protection Fundamentals: What Attorneys Should Know to Advise the Moderate Net Worth Clients

Program Number: 2907

Program Date: 01/29/2019

Description

Attorneys who engage in asset protection planning for the more moderate and medium net worth clients should be well versed in the planning tools that are available without having to “go offshore” or create complex and expensive protective structures. This course eases the attorney into the introductory phases and practical solutions to offer to clients for their asset protection needs. The course will discuss in some detail the asset protection concepts and various designs. Join Edward D. Brown, Esq. for this informative overview of the various tools that are available to shield assets from unwanted attachments and seizures, such as through the use of exemptions, third party trusts, limited liability companies and gifting strategies.

$95.00Online Audio Add to Cart

Available in states

California, Colorado Eligible, Florida, Georgia, New Jersey Eligible, New York, New York - BOTH New and Experienced Attorneys, Texas Self Study

Credit Information

50 minute credit hour - 1.0 General CLE credit, based on a 50-minute credit hour
60 minute credit hour - 1.0 General CLE credit, based on a 60-minute credit hour

State Program Numbers

Credit Eligible for BOTH Experienced and New Attorneys in NY

Presenters


Edward D. Brown, Esq., GreenspoonMarder, PA

GreenspoonMarder

Edward D. Brown, Esq., LL.M., CPA is a partner and Co-Chair of the International Wealth and Asset Planning Group at Greenspoon Marder. Mr. Brown has more than twenty-five years of experience in areas of comprehensive estate planning, asset protection and taxation. Twenty years of Mr. Brown’s experience, thirteen as a shareholder, were with the law firm of Engel & Reiman PC, concentrating almost exclusively in the trust-planning practice area, including the crafting, amending, interpreting, analyzing and consulting with regard to the operations of many of these trusts, whether domiciled in the Cook Islands, Nevis or Isle of Man or domestically in states such as Nevada. Mr. Brown was a co-author, with Barry Engel, of the various editions of the Asset Protection Planning Guide, a Wolters Kluwer, CCH publication. He focuses his practice on trust designs that are customized to the clients’ goals of protection of assets for their family and having added flexibility in their comprehensive estate plans that allow maximizing options with regard to changing circumstances and evolving laws.

 

Jacqueline Z. Fox, Esq., LL.M.

Greenspoon Marder LLP.

Jacqueline Z. Fox, Esq., LL.M. is an associate with the International Wealth and Asset Planning Group at Greenspoon Marder LLP. Ms. Fox focuses her practice primarily on tax-oriented estate planning, international tax matters, multi-generational wealth transfer and family business succession planning for high-net-worth individuals and families. She also has experience advising clients in regard to offshore voluntary disclosures, guardianships, probate and trust administration, expatriation, and pre-immigration planning.

 

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