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Free cpe webinars
Asset Protection Meets Estate Tax Planning

ASSET PROTECTION MEETS ESTATE TAX PLANNING

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Estate Planning
Course Description

This course will assist you in recalling the subject of asset protection. It will provide you with the basic knowledge of the concepts which make up the “art and science” of creditor protection planning.

The course will further cover these areas:


  • Asset Protection Definitions

  • Estate Planning Definitions

  • Florida Laws – The Most Generous in the United States

  • Firewall Protection

  • Equity Stripping

  • Charging Order Entities

  • Foreign Companies and LLCs

  • Foreign and Delaware Accounts

  • Life Insurance and Annuity Contracts

  • IRAs and Pensions

  • Tenancy by the Entireties

  • Foreign Asset Protection Trusts and Foundations

  • What to Do In The Next 30 Days

  • And more!


Learning Objectives:


  • Define domestic asset protection trusts

  • Recall the purpose behind separate community property to avoid assets being subject to the claims of the creditors of either spouse

  • Recall the purpose of reducing exposed assets with preferred creditors

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gassman crotty den

Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.

 

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About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.