August 29, 2017


In-Person

City of Pelham Pelham Civic Complex


8 Total CPE Credits

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Asset Protection Strategies

  • Instructor

    Arthur Werner

Learning Objectives

* To allow the practitioner to gain insight into the methods used to protect and preserve a client's wealth during the client's lifetime.

Major Topics

  • Introduction to asset protection planning
  • Non-grantor irrevocable trusts
  • Domestic asset protection trusts
  • Foreign trusts
  • Pension plans and IRAs
  • Family partnerships
  • Dynasty trusts
  • Private annuities and self-canceling installment notes

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, financial planners, attorneys

Provider

WERNER, ROCCA

This event has ended.