Book on Asset Protection Planning
James M. Lestikow and Robert Alan Romanoff’s book plus DVD package entitled Asset Protection Planning also counts for 4.00 General and 1.00 Professional Responsibility CLE credit hours. Provided below is a description of the package from the ABA Store:
Protect your clients’ personal and business holdings against future risk with this book and video combination pack!
Asset protection planning takes many forms. It includes basic advice, inherent in common estate planning strategies, covering such things as gifting, testamentary trusts, revocable trusts, and postmortem planning. It is one of the major motivations in creating limited liability entities for new businesses and to hold family assets. It impacts family lawyers who prepare premarital agreements, as well as real estate lawyers contemplating taking title to acquired property, as well as lawyers counseling clients filing for bankruptcy protection. At the other end of the spectrum are transactions related to removing assets from the easy reach of unknown and potential creditors, which include domestic and foreign asset protection trusts.
This Asset Protection Planning package covers these strategies and more, including sections on:
- Practical and Ethical Considerations
- Fraudulent Transfers
- Bankruptcy Issues Under the Bankruptcy Abuse Prevention and Consumer
- Protection Act
- Protecting Family Assets
- Drafting Considerations for Trusts
- Planning for Exempt Assets
- Protecting Business Assets
- Asset Protection During Estate and Trust Administration
- Onshore Trusts
Benefit from highly experienced estate and financial planners as they guide you through how to protect your client’s family and business assets. Asset Protection Planning provides a thorough and highly informative resource for both seasoned planners and those who are still learning the foundations of a solid practice. Includes downloadable forms.
Video available for CLE credit: 4.00 General, 1.00 Professional Responsibility.