Mobile Edition

Asset Protection Planning (4171063C)

Date:Wednesday, January 24, 2018
Time:11:30AM - 7:00 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Jacob Stein
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


Learn how to keep assets safe from plaintiffs, creditors or a government agency. In this course, review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Also, look at how to protect assets from lenders and landlords holding personal guarantees. Learn the various ways to protect common assets, such as houses, bank and brokerage accounts, businesses and professional practices and retirement plans. Course materials include real-world case histories that illustrate the effectiveness of various structures.

  • Identify specific planning and structuring techniques.
  • Recall underlying substantive law and its practical application.
  • Determine how and when to implement each structure and for what type of asset and client.
  • Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders and more.

Major Topics:
  • Planning aspects
  • Legal theories
  • Protecting assets
  • Planning before and after lawsuits
  • Using business entities, including domestic and foreign corporations, LLCs and LPs
  • Planning for married couples and community property
  • Picking correct entities and jurisdictions
  • Domestic and foreign asset protection trusts

Who Should Attend:

CPAs, attorneys, financial planners, real estate investors and business owners.

Basic knowledge of business entities, income, estate and gift taxes.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.