Conference
Protecting Your Assets: The Complete Guide to Domestic Trusts PT 1
$399.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Taxes
Event Date: May 21, 2026 7:30 am
Course Level
Basic
Format
Conference
Course Description
This comprehensive course provides financial professionals and advisors with a deep dive into domestic trusts as powerful tools for asset protection, estate planning, and wealth preservation. You’ll learn how to structure trusts effectively to shield assets from creditors, manage tax implications, and ensure client intentions are carried out with precision.The session covers a variety of trust types and their strategic uses, exploring legal and regulatory considerations along with practical steps for implementation. Through case studies and real-world examples, you’ll gain confidence in advising clients on creating tailored trust solutions that meet their unique financial and family needs.
Learning Objectives
Identify the primary types of domestic trusts used for asset protection, estate planning, and long-term wealth preservation.
Analyze legal, tax, and administrative considerations involved in structuring trusts to carry out client objectives effectively.
Apply practical planning strategies through case studies to recommend customized trust solutions for diverse client and family needs.
Course Specifics
26CNewOrleans-Thu-A1
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02800-26-I
IRS Federal Tax Law Credits: 2
CFP Provider Number: 3199
CFP Course Number: 349493
CFP Credits: 2
CTEC Course Number: 2071-CE-02243
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and …