The Florida Bar

The Florida Bar
and the Tax Section present
Asset Protection Industry Leaders Present Key Tools, Technologies and Insights to Create a Successful Wealth Protection Plan

Course Classification: Intermediate Level
Live Presentation: Hyatt Regency, 400 SE Second Avenue, Miami, FL 33131, 1-305-358-1234

Course No. 1718R

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.

Late Registration

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


To register for the live Webcast, please print and complete the registration form then send with payment by mail or fax. Call The Florida Bar Order Entry Department at (800) 342-8060 ext. 5831 with any questions.

AUDIO WEB CAST CONNECTION: Live audio web cast attendees receive course materials and audio via the Internet. Connection instructions will be e-mailed 2 days prior to scheduled course; or contact The Florida Bar Order Entry Department at 850-561-5831 for instructions 2 days prior to the event.

Florida Bar CLE Courses feature electronic course materials for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video Dvds. This searchable electronic material can be downloaded and printed and is available via e-mail several days in advance of the live presentation or thereafter for purchased products. The Course Book can be purchased separately. Effective July 1, 2010.



Credit may be applied to more than one of the programs above but cannot exceed the maximum for any given program. Please keep a record of credit hours earned. RETURN YOUR COMPLETED CLER AFFIDAVIT PRIOR TO CLER REPORTING DATE (see Bar News label). (Rule Regulating The Florida Bar 6-10.5).

*** Live ** Videotaping Session * Videotaped Replay

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[Revised: 06-01-2008]