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Asset Protection Planning — 3 Indiana General Credits

In an increasingly litigious society, asset protection planning has become a significant requirement of many clients. In this three-hour, June 22, 2022 program, Daniel S. Rubin, Esquire, a partner in the New York firm of Farrell Fritz, P.C., discusses implementation of various planning techniques intended to place assets beyond the reach of potential future creditors. He provides a comprehensive explanation, including many practical suggestions and warnings.

Mr. 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.

Major topics include:
Definitions and terms
Ideal candidates
Voidable transactions and transfers
Use of entities
- corporate forms
- LPs; LLCs
Use of tenancies
Exemption planning
Use of trusts
- spendthrift trusts
- discretionary trusts
Self-settled spendthrift (aka asset protection) trusts
- domestic; foreign
- tax treatment and reporting
Validation of asset protection trusts
More

FORMS FOR LAWYERS: For fully-editable immediately downloadable forms in many practice areas, please go to www.NLFforms.com.

BOOKS FOR LAWYERS: Over 125 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $75.00
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Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AZ — 3 General Credits
CA — 3 General Credits
CO — 3 General Credits, Course ID 817030, Expires 2024-12-31
CT — 3 General Credits
DE — 3 General Credits, Expires 2024-06-21
FL — 3.5 General Credits (inc. 3.5 Wills, Trusts & Estates Certification), Course #2400982N, Expires 2025-09-30
GA — 3 General Credits, Expires 2024-12-31
IN — 3 General Credits, Expires 2025-07-31
KY — 3 General Credits, Expires 2025-06-30
NV — 3 General Credits, Course #P_20220801_50508, Expires 2025-12-31
NJ — 3.6 General Credits
NM — 3 General Credits
NY — 3.5 Professional Practice Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
NC — 3 General Credits, Expires 2025-02-28
OH — 3 General Credits, Expires 2024-12-31
PA — 3 General Credits
TN — 3 General Credits, Expires 2024-07-24
TX — 3 General Credits, Expires 2025-07-31
VT — 3 General Credits, Expires 2024-06-21
VA — 3 General Credits, Expires 2024-10-31
WA — 3 L&LP Credits, Activity ID #1211737
WV — 3.6 General Credits
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Offline Study Alternative


Many states also permit CLE credits to be earned by study of email delivery, audio CD, and flash drive courses. For these offline study options and to Share and Save go to www.NLFcle.com.
 
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