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Asset Protection Planning - 3.5 New York Professional Practice 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

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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
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 2024-07-31
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 2024-07-31
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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