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Asset Protection Planning in Estate Planning (teleseminar)
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This program will provide you with a practical guide to utilizing domestic and foreign asset protection techniques to achieve client goals in trust and estate planning.

When: 10/10/2016
2:30 PM to 3:30 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.

Asset Protection Planning in Estate Planning, 1 CLE hour

2:30 p.m. E.T. (60 minutes)


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 foreign and domestic planning vehicles, tools, and techniques that would be of use and great value to many clients.  Exemption planning allows clients to preserve real and sometimes other forms of property against claims of creditors and tort claimants. Retirement plans, annuity and insurance contracts, properly structured, also provide an creative solutions to protect assets.  In addition, however, there are easily accessible foreign trusts that may provide substantial benefits to clients. Each of those vehicles and techniques come with risks that must be carefully explored, explained and hedged. This program will provide you with a practical guide to utilizing domestic and foreign asset protection techniques to achieve client goals in trust and estate planning. 

• Practical asset protection strategies for estate and trust planners 
• Use of domestic and foreign trusts, tools and techniques to achieve client goals 
• Planning to maximize “exempt” assets under federal and state bankruptcy and creditor laws
• Use of retirement fund accounts and plans to shield assets – and understanding the          

• Strategies using annuity and insurance products to preserve assets
• Asset protection with self-settled trusts, single member LLCs, and other entities 
• 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 Senterfitt 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.

Ryan Beadle is an attorney in the Naples, Florida office of Akerman, LLP. where he counsels individuals and families in sophisticated domestic and international estate planning, life insurance planning, trust and estate settlement, and generation skipping transfer tax planning. He also assists individuals with ownership and succession issues related to investments in real property through the use of closely held and family business entities, as well as the transfer of family homes through the creation and administration of qualified personal residence trusts.  Mr. Beadle earned his B.A. from Michigan State University, his J.D. from Stetson University College of Law, and his LL.M. in taxation from the University of Miami School of Law.

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