Asset Protection
PROGRAM SUMMARY:
In today's financial climate, it is especially important to mitigate threats to the personal wealth and assets of your clients. This program is an introductory exploration of contemporary wealth protection planning methods, including domestic (U.S.) entities in conjunction with foreign situs asset protection trusts.
The speaker briefly discusses the source of client concerns regarding the need for wealth and asset protection planning. The program continues with an exploration of alternative methods of planning and an in-depth discussion of the concepts, theories, and principles of wealth protection planning and effective creditor protection using specific forms of entities, agreements and favorable jurisdictions to achieve the greatest wealth and asset protection available. Strategies covered include the following:
- Asset title and ownership shifting;
- Limited partnerships (LPs) and limited liability companies (LLCs);
- Asset protection trusts (domestic and offshore); and
- Choice of jurisdictions.
CONTINUING LEGAL EDUCATION INFORMATION:
ATG is an Illinois Accredited Continuing Legal Education Provider. This program is approved for 3.25 MCLE credits in Illinois. We have applied for credits in Indiana and Wisconsin.
WHO SHOULD ATTEND:
Estate planning attorneys.
ATTENDEE RATES:
The following per person rates apply for this program:
- FREE | ATG Trust member attorneys
- $65 | All others
ABOUT THE SPEAKER
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DATE/TIME:
Wisconsin
Check-in: 8:00 - 8:30 a.m.
Program: 8:30 a.m. - 12 noon
Wednesday,
October 22, 2008
Radisson Pewaukee
(get directions)
N14 W24140 Tower Place
Pewaukee, WI 53072
262.506.6300
DATE/TIME:
Illinois
Check-in: 8:00 - 8:30 a.m.
Program: 8:30 a.m. - 12 noon
Wednesday,
October 29, 2008
Oak Brook Marriott
(get directions)
1401 West 22nd Street
Oak Brook, IL 60523
630.573.8555
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REGISTER:
Illinois Form
Wisconsin Form
Printable Form
This program provided by
Program Calendar
Learn more:
About ATG
Subsidiaries
Benefits of ATG Membership
Membership Application Form
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