Legitimate and Effective Asset Protection Planning 

Date: Tuesday, October 25, 2022
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

This event will only be offered in person at the Minnehaha Country Club. No virtual option or recording will be available. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

 

About the Program

Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:

  • Avoiding Fraudulent or Voidable Transfers
  • Using Tenancy by the Entireties Form of Ownership
  • Protected Status of Qualified Retirement Plans, IRAs and Life Insurance
  • Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts

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