CLE on Estate Planning for Creditor Protection: Using the Tools of Our Trade
The American Law Institute is holding a conference entitled, Estate Planning for Creditor Protection: Using the Tools of Our Trade, which will take place Wednesday, May 9, 2018 via telephone seminar and audio webcast. Provided below is a description of the event:
Why You Should Attend
A good estate plan anticipates the unexpected – whether a divorce, bankruptcy, lawsuit, or creditor claim – and puts into place the proper tools to protect the client’s interests and assets. There are many tools available to estate planners to help them achieve their clients’ creditor-protection objectives without the need for a self-settled asset protection trust. Many of these tools have been available under the law for years, while others represent recent developments in the laws surrounding creditor protection.
Take this 90 minute webcast to explore the creditor protection options available to your clients and ensure you are taking advantage of all of the tools at your disposal!
What You Will Learn
A panel of experienced estate planners – all fellows of the American College of Trust and Estate Counsel – will discuss:
State legislation designed to provide protection for:
– inherited IRAs and other retirement plan assets
– life insurance
– annuities
– tenancy by the entireties property (including such property that is transferred to a trust)
Third-party spendthrift trusts
Strategies for retaining or reacquiring interests (or potential interests) in trusts other than asset protection trusts while providing creditor protection to the grantor
State alternative entities laws and remedies with respect to those entities (e.g., charging orders) that provide protection
Have a question for the faculty? Send your questions to tsquestions@ali-cle.org. Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials to accompany the program.
Who Should Attend
Any estate planner or related professional will benefit from listening to this webcast on the various creditor protection tools available for protecting your clients’ assets.