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