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Self-Study — Course Detail

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Taxation & Financial Planning

Scam & Bulletproof Asset Protection Strategies
Art Werner
Copyright© 2011

Course: 8112263   Version 1108

NASBA Category:     Taxes     CPE Credits 6
CTEC Credits: 6 Federal / California
Level: Basic    Run Time: 4.0 Hours
Prerequisite: There are no prerequisites.
Advance Preparation: None.
IRS Program Nbr: 0MYXB-T-00055-12-S



Course Description
DROPPED12/12/2012

For many professionals, it has become exceedingly difficult to conduct their affairs without exposure to the hazards of litigation and creditors. There are many methods by which individuals with significant assets at risk can legitimately protect their personal net worth. This course is designed to provide an understanding of the various techniques available to protect assets. This course covers everything you need to know about:
  • The appropriate uses of non-grantor irrevocable trusts
  • When a domestic asset protection trust is appropriate and how to structure it correctly
  • How to apply asset protection strategies to pension plans and IRAs
  • How to family partnerships in order to secure assets.


Table of Contents

Learning Objectives
Upon successful completion of this course, participants will be able to:
  • Section 1
    • Differentiate between transactions that are considered fraudulent conveyances and transactions that are not considered fraudulent conveyances.
    • Identify the potential ramifications of fraudulent conveyances for both clients and counseling professionals.
    • Recognize and describe the basic concepts of asset protection planning and risk management, including core objectives, applicable exemptions, and general transaction types, and the difference between the two general categories of risk: business risk and pure risk.
  • Section 2
    • Identify and apply the four components of the asset protection/risk management process, including monitoring results and modifying plans when necessary.
More Learning Objectives




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