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Asset Protection for High-Risk Professionals: The Basics

Asset Protection for High-Risk Professionals: The Basics

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High-risk professionals have an increased need for asset protection planning arising from their provision of professional services. The implementation of certain asset protection strategies can reduce the target on their backs. In this webinar, Edward Brown, JD, LLM, MBA, and Eric Kaplan, JD, discuss the following strategies, which may be used in a carefully created and monitored asset protection plan:

  • exemption planning
  • insurance
  • limited liability companies
  • holding companies
  • trusts, including domestic asset protection trusts, offshore asset protection trusts, and third-party trusts

Presented by: Edward D. Brown, JD, LLM, CPA, and Eric Kaplan, JD

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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