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.
