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The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers

SKU: EST5100
Total Credits
1 - 1.5
Price$75
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs

Description

Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal estate tax, estate planning is being transformed. Maximizing income tax basis on death will only hold modest allure for most clients. However, asset protection planning, is relevant to every client. The construct of an asset protection planning continuum will help estate planners of all disciplines who are not specialized in asset protection planning, and clients, view the process as a progression from simpler less costly steps to more-costly and complex steps. Planning should thus start with the basic levels and proceed upward to the degree appropriate for the particular client and his or her circumstances and budget. Thus every client should have asset protection planning done, the only question is how much. Asset protection planning steps range along a wide continuum that start with many simple and low cost steps (e.g. proper title to assets), more complex steps that require some cost (e.g., creating various LLCs or other entities), to more complex and costlier steps (e.g., common irrevocable trusts), to the most involved planning including asset protection trusts. This practical “how-to” CLE program will provide an overview of the asset protection continuum.

Lecturer Bios

Martin M. Shenkman, Esq.

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

To learn more about Marty visit his website http://shenkmanlaw.com

Alan S. Gassman, J.D., LL.M

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 the areas of trust and estate planning, taxation, wealth preservation, and the representation of physicians and medical practices. Mr. Gassman speaks at many tax conferences, national programs and national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute and at many other conferences and webinars.

To learn more about Alan visit his website http://gassmanlaw.com/attorney/alan-s-gassman



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