Asset Protection and Estate Planning Under the New Tax Act

Course Demo. No credit provided in demo mode.


Credit Hours:
VA - General: 1.0 Credits
CA - General: 1.0 Credits
NY - General: 1.0 Credits
KY - General: 1.0 Credits
OK - Distance Learning: 1.0 Credits
OH - Self Study: 1.0 Credits
GA - Self Study: 1.0 Credits
TX - General: 1.0 Credits
NJ - General: 1.2 Credits
AZ - General: 1.0 Credits
ND - Self Study: 1.0 Credits

Running Time: 1 Hours, 0 Minutes
Faculty: Jacob Stein, Esq - Michelle Lerman -

Course Description

Jacob Stein and Michelle Lerman discuss the changes to asset protection and estate planning as a result of the new Tax Act. They will provide an overview of the current legal landscape before delving into how the changes will affect existing practices, potential pitfalls to avoid, and opportunities to take advantage of in the new tax era.

Jacob Stein will discuss asset protection under the new tax act. He will present a practical approach to protecting assets, applying real-life stories to theory. He will discuss strategies and solutions to protecting specific assets like residences, retirement plans, real estate investments and businesses. He will also touch on more sophisticated strategies such as Advanced trust and Offshore structures.

Michelle Lerman will lead the discussion on estate planning under the new tax act. She will provide an overview on choosing the right estate plan, taking advantage of the transfer tax law, using irrevocable trusts to protect assets and much more.