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Programs in Asset Protection



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2018 Critical Tax and Planning Updates for Asset Protection, Estate Planning and Taxation Lawyers

Program Number: 2831 Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Jacqueline Z. Fox, Esq., LL.M.

**** CD's are pre-order only and not available until after the program date - Online is not available until after the program date **** Edward D. Brown, Esq., LL.M., CPA and Jacqueline Z. Fox, Esq., LL.M. discuss latest legal and regulatory developments that have impacted the entire asset protection landscape. Topics include: • impact of changing trends, case law and banking procedures, which portend the future treatment of asset protection trusts by the U.S. court system; • 2018 changes in tax laws; • tax and filing requirements; and • selected recommendations and cautions, e.g., who should serve as protectors of an asset planning trust; where assets should be held and under whose control; what benefits and controls should a person retain with respect to trust assets; reasons why a U.S. trustee should be a part of an offshore trust; what income tax-related provisions should be in the trust instrument in light of

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Ethical Considerations for Lawyers Involved in Estate Planning and Asset Protection

Program Number: 2746 Presenter: Edward D. Brown, Esq., GreenspoonMarder, PA, Carl G. Stevens

Attorneys who assist clients with their asset protection and estate planning needs must be careful to comply with what is ethical to avoid facing potential ethics complaints, not to mention possible criminal liability. Join Edward D. Brown, Esq. and Carl G. Stevens, Esq. for this detailed analysis of potential ethical issues in the asset protection and estate planning contexts, including: when is asset protection planning ethical and when does it cross the line into the unethical; properly screening the client; identifying voidable transactions; when can the attorney be targeted as a co-conspirator with a client engaging in fraudulent transfers; can the attorney be liable for not advising the client as to the full range of asset protection strategies; and who is the client. Specific attention is placed on the ABA Model Rules of Professional Conduct that include Rule 1.2(d) (fraudulent conduct), Rule 1.3 (the diligent representation of the client), Rule 1.6 (the

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Advanced Asset Protection Strategies and Considerations

Program Number: 2745 Presenter: Edward D. Brown, Esq. - Davis Schilken, PC, Carl G. Stevens

This program is geared for attorneys involved in asset protection and estate planning, trusts, and business succession. Edward D. Brown, Esq. and Carl G. Stevens, Esq. discuss (i) the most comprehensive structure designs that are used today; (ii) why divorce cases pose a special challenge; (iii) the more subtle issues of public policy, retaining control, choice of law, jurisdiction, federal law pre-emption, and the statute of limitations; and (iv) avoiding contempt of court exposures that may be threatened.

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Asset Protection Fundamentals: What Attorneys Should Know to Advise the Moderate Net Worth Clients

Program Number: 2744 Presenter: Edward D. Brown, Esq. - Davis Schilken, PC, Carl G. Stevens

Whether your practice involves estate planning, business succession planning, family law or other areas, you should have an understanding of asset protection planning for your more moderate and medium net worth clients. This program introduces the attorney to the planning tools that are available without having to “go offshore” or create complex and expensive protective structures and discusses the asset protection concepts and various designs. Join Edward D. Brown, Esq. and Carl G. Stevens, Esq. for this informative overview of the multitude of tools that are available to shield assets from unwanted attachments and seizures, such as through the use of exemptions, third party trusts, limited liability companies and gifting strategies.

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Protecting Your Client’s Company from Negative Impact of Divorce

Program Number: 2654 Presenter: Megan Lopp Mathias, Esq.

Megan Mathias discusses important legal issues and the related documents and provisions for counsel regarding their or their client’s company in the wake of a business partner’s divorce. Topics include: • Premarital agreements • Critical Shareholder Agreement and Operating Agreement Provisions • Other planning strategies

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Asset Protection and Estate Planning: Important Considerations when Funding and Administering a Protective Structure

Program Number: 2633 Presenter: John R. Garland, Esq.

While well-crafted documents are essential to ensure that the structure’s assets will be protected properly, asset protection and estate planning attorneys should know that it is also imperative to adhere to certain funding and administration practices. Join John Garland as he discusses: (1) respecting the separate character of the trust and partnership; (2) choosing the assets to be transferred and taking into account “ripple effects”; (3) whether the asset should be transferred to the trust or to the partnership; (4) segregating “hot” assets from “cold” assets; (5) the persons in control of administering the trust and partnership; (6) real property issues; (7) distributing assets out of the structure; (8) appropriate documentation; and (9) making sure the structure is not a “back pocketbook.”

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