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Asset Protection: Planning Techniques and Appropriate Usage

ASSET PROTECTION: PLANNING TECHNIQUES AND APPROPRIATE USAGE

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 24, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

It’s no secret that the United States is a litigious society. And even though many claims have merit, far too many do not. In such an atmosphere, everyone, especially high-income/net-worth individuals, perceives themselves with a high level of exposure. The best defense for this exposure is high-level professional asset protection planning to weather the storm of litigation.

This seminar will discuss various planning techniques that skilled practitioners can use to place assets beyond the reach of creditors. Our presenter will also cover when it is appropriate to utilize such techniques and discuss optimal methods of implementing these techniques.

Learning Objectives:


  • Identify the law of “fraudulent transfers” (now sometimes called “voidable transactions”)

  • Recognize how to promote clients’ asset protection planning in an ethical manner without legal risk to the planner

  • Evaluate various asset protection techniques that may not involve the retention of counsel, including “poor man’s asset protection planning,” and exemption planning

  • Outline the proper use of trusts to maximize clients’ asset protection without losing beneficial interest or control

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Daniel S. Rubin’s practice concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters.

Daniel is a distinguished presenter to various professional groups and has written numerous articles on estate and asset protection planning matters for expert and scholarly publications.

Prior to joining Farrell Fritz, Daniel was a partner at Moses & Singer LLP.

About Our Presenter

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Since Farrell Fritz opened its doors on Long Island in 1976, they have been proud to make enduring contributions to businesses and individuals in the communities they serve. At Farrell Fritz, clients find a true partner: one who has their collective best interests at heart, and the power, resources and expertise to drive success.

Their attorneys work collaboratively with the leaders of companies of every size and type – and with each other – providing clients throughout the New York metropolitan area and beyond with seamless access to in-depth legal expertise.