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Home > Education > Courses > Wealth Preservation Planner Individual Course Modules > Asset Protection Planning I
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This course in Asset Protection introduces the following topics.
• Domestic Asset Protection
• Fraudulent Transfers
• Homestead exemption
• Life insurance and Annuities
• Retirement Plans and IRAs
• Typical Asset Protection Plans that do not always work (Co-Ownership)
• Sole proprietors
• Partnerships
• Corporations (C- and S-corporations)
• Piercing the corporate veil
• Director's and officer's liability
• Trustee/Fiduciary liability
• Limited Liability Companies/Family Limited Partnerships
• Charging orders
• Trusts as Asset Protection Tools
• Personal Residence Protection
• Accounts Receivable (A/R) Asset Protection
• Offshore Asset Protection
• Why offshore
• Pitfalls to offshore planning
• Offshore Limited Liability Companies (LLCs)
• Offshore Asset Protection Trusts
• Closely Held Insurance Companies (CICs)
A continuation of AP Planning Part 1 and Part 2
►Learn domestic and offshore asset protection in a practical and real world manner
►Learn how to cultivate significant client referrals with asset protection planning
►Learn how to avoid the asset protection "scams" in the marketplace
►Learn why you do not want to rely on domestic asset protection trusts
►Learn why offshore planning doesn't necessarily mean "offshore"
►Learn how CICs can be a nice tax planning tool and asset protection tool.
►Learn asset protection from the only unbiased educational source in the country
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Don't miss this valuable conference and the chance to meet all of our Global Strategic Advisors!
Amsterdam Meeting 2010 7-9 November: Sofitel Amsterdam The Grand
One attitude that cannot be tolerated in medicine is lack of care or apathy and physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.
Written by the foremost expert in the country!
Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas
►Asset Protection
►Estate Planning
►Income Tax Reduction
►Financial Planning
►Office Management
►Corporate Structure and Protection Structures
Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.
Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.
Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.
Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.
Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.
Asset Protection Planning Part 3 concentrates on the protection of personal residence, business acco ...
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Trustmakers Estate Tax planning provides advisor direction and guide information on protecting your estate.
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