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Creditor Protection: You Don't Need Asset Protection Trusts

CREDITOR PROTECTION: YOU DON'T NEED ASSET PROTECTION TRUSTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 20, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Series: Estate Planning
Course Description

CPA’s are commonly relied on to provide practical business and wealth protection advice for their clients. The CPA knows the client and their situation best and can give great value for being integrally involved in helping to arrange things to best protect the client’s assets.

This fast-moving and informative 60-minute presentation will provide important tools and knowledge to facilitate this process.

Learning Objectives:


  • Understand primary forms of liability, in reduction of exposure.

  • Learn the basic facts of life relating to liability insurance and how insurance carriers may act.

  • Discover how ownership and trust planning impact creditor protection planning.

  • Understand methods for using LLCs, limited partnerships, and voting and nonvoting interests to enhance creditor protection.

  • Learn to use properly situated debt to enhance creditor protection.

  • Learn to make the best use of exemptions

  • Understand if and when an asset protection trust might be needed or overkill.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gassman crotty den

Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs, and national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute, and at many other conferences and webinars.

About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.