Asset Protection Planning: The Essentials And The Cutting Edge

10:00 pm Uncategorized

 

An Exciting and Extremely Topical Webinar Series!

Never before has Asset Protection Planning been so important and critical. Over the last few decades expanding theories of liability and the proliferation of litigation has given increased emphasis to Asset Protection Planning to the extent that it is now a well recognized area of practice. Potential liability and lawsuits are a major concern to business owners, real estate investors, professional and other persons of wealth.

All lawyers should have some basic understanding of Asset Protection Planning but especially Estate Planning and Business lawyers. In fact, Estate Planning attorneys may have a duty to address Asset Protection Planning with all their Estate Planning clients.

Obviously, this is another source of revenue for your practice and can increase and grow revenues substantially. Moreover, Asset Protection Planning flourishes in down economies and is an integral part of providing Estate and Business Planning services to clients.

There are basic and fundamental concepts and techniques as well as more advanced and cutting edge strategies that you need to understand and learn. The result will be higher revenues for your practice and the opportunity to provide better services for your clients.

During this webinar series, you will:

  • Develop a better understanding of what Asset Protection Planning is and why it is so important
  • Find out about the various limitations involved such as the fraudulent transfer laws and bankruptcy considerations
  • Learn about creditor’s rights and remedies
  • Find out about how to utilize Limited Liability Companies as part of the Asset Protection structure
  • Find out what a Charging Order really is
  • Learn about Domestic and Offshore Asset Protection Trusts
  • Study actual case studies with example for Attorney-Processing and follow through

Nationally renowned Estate and Asset Protection Planning attorney, Jeffrey R. Matsen, will present this important and very practical course in four different one hour sessions. Each separate one hour presentation will be offered on two different dates.

Sign up for any of the individual sessions that fit into your schedule for a low price of $97 each or all four sessions for a discounted price of $297. Each teleconference is 60 minutes and comes with a PowerPoint presentation and a Certificate of Completion for CE credit*. See below for more details about the course and each individual session and to make your selection.

Hurry!  There are only 100 spots for the live sessions

(You can still order the recording and materials)

Session One

The first session will be an Overview and Introduction to Asset Protection Planning and will include the various limitations involved such as the Fraudulent Transfer Laws, Bankruptcy Considerations and an Analysis of Creditors Rights and Remedies.

Tuesday, January 17, 2012 From 11am to 12:00pm Pacific

-Or-

Thursday, January 26, 2012 From 11am to 12:00pm Pacific

Just $97

Click to Order Session 1 Only!

Session Two

The second session will discuss Business Entity Structures and, in particular, the Utilization of LLCs and Limited Partnerships and will treat such issues as the Charging Order, LLC Forum Shopping, Single Member LLCs and the Series LLC.

Thursday, February 9, 2012 From 11am to 12:00pm Pacific

-Or-

Wednesday, February 15, 2012 From 11am to 12:00pm Pacific

Just $97

Click to Order Session 2 Only!

Session Three

The third session will focus on Domestic Asset Protection Trusts and the Modular Structure combining such Trusts with LLCs. The considerations involved in going Offshore and Offshore Asset Protection Trusts will also be presented.

Tuesday, March 6, 2012 From 11am to 12:00pm Pacific

-Or-

Wednesday, March 14, 2012 From 11am to 12:00pm Pacific

Just $97

Click to Order Session 3 Only!

Session Four

The fourth session will wind up the Course with actual case studies and examples of attorney processing and follow through.

Thursday, April, 5, 2012 From 11am to 12:00pm Pacific

-Or-

Wednesday, April 11, 2012 From 11am to 12:00pm Pacific

Just $97

Click to Order Session 4 Only!

All Four Sessions

Just $297

Click to Order All Sessions!

-or-

Call 714-384-6527

ABOUT THE SPEAKERS

 

jeffmatsen small Use Asset Protection Planning:  The Essentials And The Cutting Edge

Jeffrey R. Matsen

Jeffrey is the founder and partner in charge of Wealth Strategies Counsel, the Estate Planning and Business Transaction Department of Bohm, Matsen, Kegel & Aguilera, LLP in Orange County CA. His practice areas include, Business and Estate Planning, Asset Protection, Probate and Trust administration and litigation, Real Estate and Off shore structures.

Attorney Matsen is designated by Worth Magazine as one of America’s Top 100 Attorneys“, by Los Angeles Magazine as one of California’s Super Lawyers and hHe is listed in The Best Lawyers in America. The Nationally Renowned Attorney Rating Service, ‘AVVO‘ has rated Mr. Matsen a perfect “10/10 Superb” and he has continued to achieve the highest “AV rating” and has been designated a “Preeminent Lawyer” by the prestigious attorney rating directory, Martindale Hubble.

Jeff has been a Professor of Law in Business, Estate Planning and Advanced Taxation. He is a much sought after and respected, Speaker and Educator and has published numerous legal articles.

Jeff served on the Board of Directors of the local Boys and Girls Club. He managed Little and Pony League baseball, and coached basketball for nearly 30 years. He was named Orange County’s Father of the Year 2007 by the Father’s Day Council and the American Diabetes Association.

He currently serves on the Board of Counselors of the Orange County Pacific Symphony Orchestra and as Vice Chairman of the Rancho Del Mar District of the Boy Scouts of America.

Jeff is admitted to practice in all courts in the State of California; the United States District Court (Central District); the United States Supreme Court; and the United States Tax Court.

marc Selden small Asset Protection Planning:  The Essentials And The Cutting Edge

Marc Selden

Attorney Selden is the Principal & Founder of Eagle & Selden, P.C. in Manhattan. His Practice Areas include Estate Planning, Asset Protection & Business Succession Planning.

The Nationally Renowned Attorney Rating Service, ‘AVVO‘ has rated Mr. Selden a perfect “10/10 Superb“,

Marc is an Instructor for the National Business Institute; Resident Faculty of the Laureate Center for Wealth Advisors, President and Founding Member of Wealth Counsel’s New York/New Jersey Forum; and is a Charter member of Wealth Counsel’s Speakers Bureau. He has also been published as a Contributing author.

Marc is Admitted to the New York State Bar; United States District Court, Southern & Eastern Districts of New York.

(Session Three)

 Massih John.small  Asset Protection Planning:  The Essentials And The Cutting Edge

John N. Massih

Attorney Massih is the founder and managing member of Massih Law, LLC. in Connecticut.  His Practice focuses on Estate , Business Planning and Asset Protection.

Experienced in the Fortune 50, public finance and venture capital arenas, which have provided a unique perspective in his practice and an understanding of business transactions and tax matters from the position of a business owner.

Attorney Massih lectures across Connecticut on Asset Protection and Estate Planning Strategies. He is a Board Member of the Financial Planners Association of Fairfield County, CT, and a member of the American Bar Association, the Connecticut Bar Association and the Fairfield County Bar Association. He is also an active member of WealthCounsel.

Attorney Massih is further recognized in his community by various civic contributions including his role as a Board member of the White Ribbon Campaign associated with the Center for Woman and Families of Eastern Fairfield County, and a member of the Young Leaders Society of Coastal Fairfield County.

(Session Two)

What attendees of our seminars say:

“Wonderful -Knowledgeable speaker…”

“Jeff’s humor made it enjoyable to learn…”

“Excellent presentation…”

“Mr. Matsen is definitely a master of his craft…”

“It was well worth my time…”

*CE CREDIT IMPORTANT NOTICE: Wealth Strategies Counsel is NOT an approved Continuing Education Sponsor. However, participants may may still receive continuing education credit through their states and regulatory agencies. A Certificate of Completion will be provided to all attendees. If participants wish to receive CE credit, then they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by Wealth Strategies Counsel or Jeffrey R. Matsen

FAQ (Frequently Asked Questions)

I can’t make it. How how can I still benefit?
You may still register for the program to receive the materials, including a recording of the session to review when convenient and at your pace (rewinding, pausing and fast forwarding). You can still benefit regardless of your calendaring conflicts, Don’t miss out.

When will I receive the conference materials and dial-in information?
Once you register, you will receive an email with dial-in instructions. Your password and Materials will be provided via email 48 hours before the program. If you have any questions or do not receive an e-mail, please contact Ty Mangrum at 714-384-6527.

If I haven’t received an e-mail with the dial-in information and materials. What do I do?
Double-check that the e-mail address (yours or the attendees) you provided is correct. Additionally, It is possible that your server may not be allowing our e-mails to come through or it may be in your spam filter. Contact Ty Mangrum at 714-384-6527 (Monday through Friday from 8:30am to 5pm Pacific) or, preferably, by e-mail at tmangrum@bmkalaw.com .

How many people in my office may participate?
An unlimited number of people in your office may participate provided that all participants connect on just one (1) connection per call. Only one (1) connection will be authorized per office per call.

Can I get CE for this program?
Wealth Strategies Counsel and all affiliated parties of this program are NOT CE Sponsors and do not guarantee CE credit for this program. Certain regulatory agencies approve CE from unregistered CE sponsors, which is why you are provided with a Certificate of Completion.

Contact us today and let our Newport Beach law firm help you with all your financial planning needs.

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