What Actually Works in Asset Protection (and What Doesn’t)

$99.00

Asset protection is no longer optional—it’s expected. But most plans fail where it matters most: under scrutiny.

In this advanced session, Wayne Zell walks WealthCounsel Advisors Forum members through a complete, real-world framework for understanding defensible asset protection strategies—from foundational trust planning to sophisticated domestic and offshore structures.

You’ll learn

how assets can be structured to reduce visibility and minimize exposure,
the real limitations of revocable and irrevocable trusts,
when domestic asset protection trusts (DAPTs) can be used,
how protection strategies can be layered using LLCs and multiple trust types,
the power—and pitfalls—of foreign asset protection trusts (FAPTs), and
the most common (and dangerous) mistakes around fraudulent transfers.

You’ll gain insights into what actually holds up under legal pressure, how courts evaluate these structures, and how plans can be both effective and defensible.

Whether you’re advising high-net-worth families, business owners, or clients exposed to litigation, this session will give you the tools to elevate your planning and confidently protect clients’ wealth.

This course is eligible for 1.0 credit.

To receive certified financial planner (CFP) or continuing education (CE) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent.

Please note the following before you begin:

You will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.
Upon passing, you will receive an email with your attached certificate. Keep this email for your records.
After you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.
This on-demand program is not eligible for certified professional education (CPE) credit.
If you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.
You will receive a link to a brief course evaluation after completing the quiz.

Click here to start the quiz.