Description
One of the most misunderstood and overlooked opportunities for wealth preservation is Asset or Creditor Protection Planning. In this two-hour course, attendees will learn why offshore planning is generally not effective tax planning but can be extremely effective creditor protection planning. There will be an explanation of how your assets can stay in the country, under your personal management and control, but be titles such that they are not subject to U.S. creditor claims. The purpose of this course is to demonstrate how these strategies work and to dispel the common misunderstanding about creditor protection planning. These topics will be discussed more in depth than the two-hour seminar.
Learning Objectives
-Asset Protection / Creditor Protection Planning
-The Structure of the Trust
-How a Trust Works When No Claims are Outstanding
-How a Trust Works if a Creditor Files a Claim