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. 

Session Highlights

• 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
• Before and After Lawsuits

NASBA & IRS Category of Study: Taxes

Level: Basic

Who Should Attend

• Attorneys
• CPAs