Asset Protection CPE

Course: Asset Protection Author: Danny C. Santucci		Course ID: TXASSETPDCS CPE Hours: 2 Format: PDF
		Price: $18.75
Course Description The current litigation explosion has created tremendous interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.		Delivery: Internet/Interactive NASBA Category: Taxation
Learning Objectives After reading the materials, participants will be able to: 1. Clear up misconceptions about and state the main reasons for asset protection warn clients about fraudulent transfers and structure asset protection planning transfers so that they are not fraudulent, help your client with setting goals associated with undertaking asset protection measures, and explain how life insurance can be used as an asset protection vehicle. 2. Advise your clients on how the various types of entities relate to asset protection and how the various types of joint ownership of property and various trusts directly impacts asset protection and tax liability. 3. Distinguish between the concepts of common law property, community property, and equitable and which states base distribution laws on those concepts, apply asset division principles, and demonstrate a working knowledge of premarital and post-nuptial agreements and how they can be used to advise clients on individual asset protection		Level:Overview Overview-This program is appropriate for professionals at all organizational levels Prerequisites: None Updated/Revised: March 2012

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