November 21, 2022


2 Total CPE Credits


Asset Protection

Learning Objectives

  • Identify specific planning and structuring techniques.
  • Recall underlying substantive law and its practical application.
  • Determine how and when to implement each structure and what type of asset and client.
  • Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders, etc.

Major Topics

  • Planning aspects
  • Legal theories
  • Protecting assets
  • Planning before and after lawsuits
  • Using business entities, including domestic and foreign corporations, LLCs and LPs
  • Planning for married couples and community property
  • Picking correct entities and jurisdictions
  • Domestic and foreign asset protection trusts

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course


Basic knowledge of business entities, income, estate and gift taxes.

Advanced Preparation


Intended Audience

CPAs, attorneys, financial planners, real estate investors and business owners.


California Society of CPAs

This event has ended.