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Asset Protection in Today’s Environment

Understanding and implementing asset protection strategies to safeguard wealth, mitigate risks, and ensure long-term financial security.

Created bySkott Bentley
BeginnerUpdated Aug 20, 2024
Asset Protection in Today’s Environment

What You'll Learn

  • check_circleDistinguish between asset protection and estate planning and understand their complementary roles.
  • check_circleIdentify key strategies for protecting various types of assets.
  • check_circleUnderstand the legal framework governing fraudulent transfers and how to avoid them.
  • check_circleExplore the design variables that influence asset protection plans and how to apply them.
  • check_circleAnalyze the role of trusts, both domestic and offshore, in securing assets.
  • check_circleEvaluate the ethical considerations and legal compliance in asset protection practices.

About This Course

This course delves into the essential aspects of asset protection in today's complex legal environment. Participants will learn about the different strategies used to protect assets, the legal distinctions between asset protection and estate planning, and the critical role of trusts.

The course will cover practical applications, including avoiding fraudulent transfers, designing asset protection plans, and integrating estate planning with asset protection.

Through case studies and expert insights, this course equips professionals with the tools and knowledge to effectively protect assets for their clients or their personal wealth.

Topics List:

  • Introduction to Asset Protection
  • Asset Protection vs. Estate Planning
  • Key Asset Protection Strategies
  • Understanding and Avoiding Fraudulent Transfers
  • Design Variables in Asset Protection Plans
  • The Role of Trusts in Asset Protection
  • Domestic vs. Offshore Trusts
  • Legal and Ethical Considerations in Asset Protection
  • Case Studies: Successful Asset Protection Implementations
  • Navigating Insurance in Asset Protection Strategies

Your Instructors

Skott Bentley

Podcast Host | LearnFormula

menu_book9 courses
star927 reviews

Consultant with vast understanding and knowledge of the built environment and the Infrastructure realm, within London and the South. I focus on helping Civil Engineering Consultancies grow their business together by attracting and assessing highly sought-after talent which we engage through the power of direct video marketing and social content.

Eric Kaplan

Senior Counsel at Greenspoon Marder LLP

Eric Kaplan is a senior counsel in the International Wealth and Asset Planning group at Greenspoon Marder LLP. He focuses his practice on estate planning, asset protection, and taxation. With nearly two decades of experience, Mr. Kaplan specializes in comprehensive estate planning, domestic and offshore asset protection. He has extensively written and been published in the fields of estate planning and asset protection. He contributed to the third edition of the "Asset Protection Planning Guide," published in 2014 by CCH Incorporated, and had a significant role in the second edition in 2005. His other works appear in "Estate Planning, Insights and Strategies," "Journal of Practical Estate Planning," "Journal of Financial Planning," and "Journal of International Taxation." Mr. Kaplan received a Bachelor of Arts in United States History in 1995 from the State University of New York at Albany and a Juris Doctor in 1998 from Quinnipiac University School of Law before moving to Colorado to practice. He is a member of the Colorado Bar Association. Education: J.D., Quinnipiac University School of Law, 1998 B.A., United States History, State University of New York at Albany, 1995

Edward D. Brown

Partner and Co-Chair of the International Wealth and Asset Planning Group at Greenspoon Marder LLP

Edward D. Brown is a partner and Co-Chair of the International Wealth and Asset Planning Group at Greenspoon Marder. Mr. Brown has more than twenty-five years of experience in the areas of comprehensive estate planning, asset protection, and taxation. He spent twenty years, thirteen as a shareholder, with Engel & Reiman PC, focusing almost exclusively on trust planning. This includes crafting, amending, interpreting, analyzing, and consulting with regard to the operations of many trusts, whether domiciled in the Cook Islands, Nevis, Isle of Man, or domestically in states like Nevada. Mr. Brown co-authored various editions of the "Asset Protection Planning Guide," a Wolters Kluwer, CCH publication, with Barry Engel. He focuses his practice on designing trusts that are customized to the clients’ goals of protecting assets for their family and adding flexibility in their comprehensive estate plans to maximize options amid changing circumstances and evolving laws. Mr. Brown is an AV-rated attorney who frequently speaks to professional organizations on a wide range of legal subjects, including complex estate planning, asset protection, and related matters. He is regularly invited to speak throughout the country. Bar Admissions: Colorado Education: L.L.M., Taxation, University of Denver, 1986 J.D., University of Denver, 1984 B.A., Finance and Accounting, West Virginia University, cum laude, 1981

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.7 out of 5
Student's Choice
85 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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