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How to Make Your Client's Estate Plan Survive Bankruptcy (teleseminar)
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This program will provide you with practical guide to trust and estate planning platforms and tools to avoid the impact of bankruptcy.

When: 09/19/2017
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781

Online registration is closed.
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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.
A trust and estate plan is only as good as it anticipates reverses, particularly the bankruptcy of either the settlor/testator or a beneficiary. Bankruptcy law gives bankruptcy trustees wide ranging powers to reverse certain transactions, take and claim property for the bankruptcy estate, and generally unsettle well-laid trust and estate plans.  Preserving assets from bankruptcy trustees and other claimants requires forethought and careful drafting. After insolvency or bankruptcy has occurred, there are few steps the planner or client can do to stave off sometimes ruinous claims.  This program will provide you with practical guide to trust and estate planning platforms and tools to avoid the impact of bankruptcy.  

Planning to preserve assets on the bankruptcy of a settlor/testator or beneficiary
Scope of bankruptcy trustee powers to void transactions and claim property 
Treatment of IRAs after the Supreme Court’s decision in Clark v. Rameker
Trust planning alternatives, including self-settled asset preservation trusts, to protect from bankruptcy
Counseling clients about the limits of what trust planning can accomplish 
Common planning and drafting mistakes that make trust and estate plans vulnerable to depletion


Jonathan E. Gopman is a partner with Akerman, LLP in Naples, Florida and chair of the firm’s trust and estate group. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is a Fellow of the American College of Tax Counsel and co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.”  He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners. Mr. Gopman received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.

*(Teleseminar courses qualify for self-study credit only)  


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