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Nuts and Bolts of Asset Protection Planning (MLC274M)
Learn Crucial Asset Planning Strategies and Solutions to Protect Your Assets.
This webinar by tax planning expert Jacob Stein, Esq., will focus on the strategies and solutions used to protect common assets such as houses, bank and brokerage accounts, businesses, professional practices and retirement plans.
Jacob will share real-life stories and anecdotes, as well as present a practical approach to protecting assets. The discussion will also cover asset protection planning in a troubled economy, focusing on protecting assets from lenders and landlords, and how to plan after a lawsuit, a default or an accident.
Specific Planning and Structuring Techniques
Underlying Substantive Law and its Practical Application
How and When to Implement Each Structure and for What Type of Asset and Client
Protecting Assets: Houses, Rental Properties, Bank Accounts and Retirement Plans
Jacob Stein is Managing Partner at Aliant, LLP. He specializes in sophisticated asset protection planning, complex U.S. and international tax planning, and structuring international business transactions.
Mr. Stein is a frequent lecturer, teaching over 50 seminars per year, and the author ...