Sophisticated Planning for High Net Worth Individuals

Course Demo. No credit provided in demo mode.


Credit Hours:
MS - General: 1.1 Credits
TX - General: 1.0 Credits
SC - General: 1.08 Credits
OH - Self Study: 1.0 Credits
IL - General: 1.0 Credits
CA - General: 1.0 Credits
NY - General: 1.0 Credits
FL - Technology: 1.0 Credits
NJ - General: 1.3 Credits
KY - General: 1.0 Credits
AZ - General: 1.0 Credits
CT - General: 1.0 Credits
MO - Self Study: 1.0 Credits
MT - Self Study: 1.0 Credits
NH - General: 1.0 Credits
IN - Distance Education: 1.0 Credits
UT - Self Study: 1.0 Credits

Running Time: 1 Hours, 5 Minutes
Faculty: Jacob Stein, Esq -

Course Description

Transactions and Asset Protection, discusses trends and developments in a number of important areas. He reviews in detail how the drafting of irrevocable trusts has changed over the last 10 years and how to best structure these instruments to allow for greater flexibility through the use of a "trust protector." He discusses how irrevocable trusts can be used to protect assets, to provide privacy for assets, to enhance tax planning and their use in offshore planning. He describes the use of LLCs and which states may be the most advantageous for LLC/trust formation. He discusses specific trust provisions, asset protection with both domestic and foreign trusts, and which types of trusts may be most useful for assets which may be expected to appreciate in value, like start-ups. Additional topics include international tax planning, structuring foreign investment in the U.S., pre-immigration tax planning, and which offshore jurisdictions may be favored.