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Domestic Asset Protection Strategies for Trust and Estate Planners (Live Replay from April 7, 2021)

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Description

Though asset protection planning often seems to be the province of off-shore trusts available to only a limited range of clients, in fact asset protection planning utilizes a wide range of domestic planning vehicles, tools, and techniques that are of great value to many clients.

Exemption planning allows clients to preserve real estate and other forms of property against claims of creditors and tort claimants. Retirement plans, annuity and insurance contracts, properly structured and held, also provide creative solutions to protect assets. Each of these vehicles and techniques comes with risks that must be carefully explored, explained and hedged.

This program provides a practical guide to utilizing domestic asset protection techniques to achieve client goals in trust and estate planning.

  • Asset protection with self-settled trusts, single member LLCs, and other entities
  • Use of retirement fund accounts and plans to shield assets
  • Strategies using annuity and insurance products to preserve assets
  • Planning to maximize "exempt" assets under federal & state bankruptcy and creditor laws
  • Risks and penalties if certain transfers are deemed fraudulent conveyances

Contributors

  • Jonathan E. Gopman

    Jonathan E. Gopman is the managing partner of the Naples, Florida office of Akerman LLP, where his practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.

    Jonathan is co-author of the revised version of the BNA Tax Management Portfolio "Estate Tax Payments and Liabilities." He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners.

    Jonathan received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.

    Click here for more information about Jonathan.

July 26, 2023
Wed 1:00 PM EDT

Duration 1H 0M

This live web event has ended.

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