This seminar will provide instruction on how to ask questions and obtain the right documents, how to structure an integrated income, how to use cutting edge tools to protect wealth and how to decide whether to use domestic or foreign in creating a protective plan. A hardcopy of the materials will be provided by the Tax Section to all attendees of the live program.
8:00 a.m. – 8:20 a.m.
8:30 a.m. – 9:00 a.m.
How I ask Questions and Obtain the Right Documents and Information to Develop a Client’s Asset Protection Profile
Denis Kleinfeld, Esq., Miami
9:00 a.m. – 9:40 a.m.
How I Structure an Integrated Income, Estate Tax, and Asset Protection Family Plan
Alan S. Gassman, Esq., Clearwater
9:40 a.m. – 10:30 a.m.
The New Designer Entities - How to Use These Cutting Edge Tools to Protect Wealth
Howard Fisher, Esq. and Alex Fisher, Esq., Beverly Hills, CA
10:30 a.m. – 10:45 a.m.
Break (Mingle and Exchange Cards)
10:45 a.m. – 11:30 a.m.
What the Last Two Years of Legal Developments and Litigation Tells Us About Protective Planning With Trusts and Associated Entities
Barry Engel, Esq., Denver, CO
11:30 a.m. – 12:15 p.m.
What The Case Law Tells Us About Charging Orders and Fraudulent Transfers
Jay Adkisson, Esq., Newport Beach, CA
12:15 p.m. – 1:00 p.m.
Lunch (Box Lunch)
Income and Estate Tax Issues For 2014 - Q & A
Jerry Hesch, Esq., Miami
1:00 p.m. – 2:30 p.m.
What We Think You Need to Know About Asset Protection Litigation and Obtaining A Good Result For the Client
Jay Adkisson, Howard Fisher, Alex Fisher and Denis Kleinfeld
2:30 p.m. – 2:45 p.m.
2:45 p.m. – 4:15 p.m.
What are the Ethical, Legal and Administrative Liability Exposures in Wealth Protection Planning and How Do We Protect Ourselves
Barry Engel, Alan Gassman, Jerry Hesch, and Denis Kleinfeld
4:15 p.m. – 5:00 p.m.
Open Forum Q & A
Barry Engel, Jay Adkisson, Howard Fisher, Jerry Hesch, Alan Gassman and Denis Kleinfeld