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Domestic Asset Protection Strategies For Trust And Estate Planners (teleseminar)
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This program will provide you with a practical guide to utilizing domestic asset protection techniques to achieve client goals in trust and estate planning.

When: 4/16/2019
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.


Though asset protection planning often seems to be the province of off-shore trusts available to a limited range of clients, in fact asset protection planning utilizes a wide range of domestic planning vehicles, tools, and techniques that would be of use and great value to many clients.  Exemption planning allows clients to preserve real estate and other forms of property against claims of creditors and tort claimants. Retirement plans, annuity and insurance contracts, properly structured and held, also provide a creative solutions to protect assets. Each of these vehicles and techniques come with risks that must be carefully explored, explained and hedged.  

  • Practical asset protection strategies for estate and trust planners 
  • Asset protection with self-settled trusts, single member LLCs, and other entities 
  • Use of retirement fund accounts and plans to shield assets – and understanding the exceptions
  • Strategies using annuity and insurance products to preserve assets
  • Planning to maximize “exempt” assets under federal and state bankruptcy and creditor laws
  • Understanding the risks and penalties if certain transfers are deemed fraudulent conveyances



Jonathan E. Gopman is the managing partner of the Naples, Florida office of Akerman. LLP, where his practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is 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)  

The dial in number for all teleseminars is 877-309-0175 (no pin/code required). If you don’t receive written materials by 11 am on the day of the teleseminar, please call 866-879-9236.


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