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Tuesday, September 24, 2024 In-personMonmouth/Ocean Chapter

Creditors, Predators and Modern Asset Protection Planning | Accounting & Auditing Update (E2409559)

8:30 AM - 11:00 AM EDT

Spring Lake Manor

415 Highway 71
Spring Lake , NJ 07762

1 CPE Credits in AA
1.5 CPE Credits in TX

OVERVIEW

This program is designed to help you account for creditors and predators as part of your clients’ asset protection and estate planning processes.

DESIGNED FOR

CPAs in public practice, members in private industry and owners of businesses

BENEFITS

  • Learn how to protect your wealth or clients’ wealth from claims, lawsuits and financial predators.
  • Become more aware of the threats posed by creditors and explore tools like trusts and insurance to insulate assets from potential claims.

HIGHLIGHTS

  • Asset protection planning
  • Modern asset protection tools – Liability insurance, asset ownership and asset protection trusts
  • Pros and cons of various tools
  • Circumstances to deploy tools
  • Creditors satisfying their claims

COURSE LEVEL

Basic

INSTRUCTORS

Matthew Lee

Matthew Lee

Director

Wilmington Trust, N.A.

As part of the Wilmington Trust Emerald Family Office & Advisory® team, Matt is responsible for developing customized wealth management strategies and financial plans for high-net-worth individuals, families, and business owners in the Tri-State area that includes New York City, Westchester, Long Island, Connecticut, and northern New Jersey. Matt works closely with clients and their advisors to develop financial and tax planning strategies to help clients meet their current needs and plan for their long-term objectives. Prior to joining Wilmington Trust, Matt practiced law at Day Pitney LLP in New York City and at Nutter, McClennen & Fish LLP in Boston. In his role as an attorney, Matt represented domestic and international clients in the areas of income, estate, and gift tax, as well as succession planning. In addition, Matt was responsible for developing and implementing complex strategies, including dynasty and directed trusts, and planning through entity structuring. Matt also has significant experience assisting in the administration of charitable foundations and advising clients with respect to their philanthropic endeavors. Before his legal career, Matt worked for the Discovery Channel as a member of the advertising sales team in New York City.

James Trubenbach-Byrne

James P. Trubenbach-Byrne, CPA

Audit Manager

WithumSmith+Brown

PRICING

$50.00 - Member

$60.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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