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Asset Protection Techniques for Real Estate (teleseminar)
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The program will also discuss preserving assets that are currently financially distressed, including bankruptcy planning.

When: 12/13/2017
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781

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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.
Appreciated real estate is often the most valuable asset held by a client.  Real estate as an asset class is also frequently subject to depletion through divorce, claims of creditors, tort claimants and others.  Ensuring that client real estate is properly held and administer to protect its value is the key task of many trust and estate plans. This program will provide you with a real-world guide to accessible asset protection strategies for real estate, including the sophisticated use of limited liability entities, trusts and insurance products, key elements of drafting operating agreements and their traps, and use of forms of ownership and choice of law planning.  The program will also discuss preserving assets that are currently financially distressed, including bankruptcy planning.

Practical asset protection techniques to protect real estate assets
Economic issues to consider on acquisition, holding and administration of real estate
Sophisticated use of LLCs and trusts to protect real estate
Key provisions of LLC operating agreements and their traps in protecting real estate
Forms of ownership and choice of law as asset protection
Uses and traps of using real estate products
Bankruptcy planning opportunities and limitations for distressed real estate projects 


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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