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Creditor Protection Strategies
Date:
Duration: 60 minutes
CE Eligible
Alan Gassman
Alan Gassman, J.D., LL.M.
Estate, Business, Tax, and Wealth Counsel Gassman Law P.A.

Alan Gassman is a Board Certified Trust and Estates lawyer in Clearwater. Alan focuses on the representation of high net worth families, physicians and business owners in estate planning, taxation and asset structuring. Alan was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners and Council in 2021, earned his Accredited Estate Planner Designation and was listed in Best Lawyers in America®. 

Education: University of Florida (UF), LL.M., Taxation, 1983; UF, J.D. with honors, 1982; Rollins College, B.A. with distinction, Business Administration and Accounting, 1979.

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This course is designed for attorneys, financial advisors, CPAs, and estate planners who advise clients with significant personal or business assets. Participants will learn techniques for shielding assets from potential creditors, including lawsuits, malpractice claims, and business risks.

The program features Alan Gassman, J.D., LL.M. who will cover the legal framework governing fraudulent transfers, exemptions under state and federal law, and strategic planning tools such as limited liability companies, Tenancies by the entireties, domestic and offshore complete and incomplete gift trusts, and other planning opportunities. There will also be coverage of how to protect business assets and creditor risks. Real-world case studies will illustrate the effective use (and common misuse) of creditor protection structures.

Participants will gain a practical understanding of:

  • The legal and ethical boundaries of asset protection
  • How and when to use LLCs, FLPs, and irrevocable trusts
  • Homestead, retirement plan, and life insurance protections
  • Special considerations for professionals, business owners, and high-net-worth families

Whether you're building a foundational understanding or refining your strategy for complex client situations, this course equips you with the tools and confidence to advise clients with clarity and precision.