Sunday, November 20, 2011 Asset Protection in California: A Primer for Lawyers
Webinar & Resources
Sponsored by:
Klueger & Stein, LLP
Major Topics:
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Practical aspects of planning contrasted with legal theories, including last-minute planning
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Planning to protect specific assets, including houses, rental properties, bank accounts and retirement plans
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Planning for specific clients before and after lawsuits, planning to protect from specific types of plaintiffs and creditors
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Planning with and for business entities, including domestic and foreign corporations, LLCs and limited partnerships
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Picking correct entities and jurisdictions
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Usefulness of domestic and foreign asset protection trusts
Webinar:
Click here to register
Friday, December 16th, 2011
11:00 AM- 12:00 PM
Can't attend the webinar?
Click here
to request presentation materials
Description:
From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will cover the basics that every lawyer needs to know about protecting assets from lawsuits and creditors. We'll cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.
You'll learn various ways, from the very simply to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans. Course materials will serve as a treatise on asset protection as well as an exhaustive reference source for many of your planning needs and will outline and diagram the discussed planning techniques and structures. The instructor will share many real life case histories and anecdotes that will readily illustrate the effectiveness of various structures.
Tuesday, October 04, 2011 Essential Estate Planning for Blended & Divorced Families
Free Webinar: October 27, 2011
Time: 2 p.m. - 3 p.m. Pacific Time
Click Here to Register
Register in Advance, Space is Limited!
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Become equipped with techniques to properly advise divorced clients and blended families with respect to estate needs
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Discover the crucial steps that must be taken as soon as a divorce commences and how to protect the divorcing client and his or her heirs
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Learn what to do about life insurance, business assets, lack of liquidity, retirement accounts, and estate planning documents, including advanced directives
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Receive CE Credit (1hr CPE/CLE)
Description:
Are you well prepared to properly advise your divorced clients? Do you feel comfortable identifying and addressing the estate needs of a blended family? This seminar will prepare you to properly advise in both scenarios.
On the divorce side, learn the critical steps that must be taken as soon as a divorce commences; how to protect the divorcing client and his or her heirs, what to do about life insurance, business assets, lack of liquidity, retirement accounts, and estate planning documents, including advanced directives.
We will discuss:
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Prenuptials, Postnuptials and Estate Planning
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What can a divorcing spouse do about his/her estate plan prior to judgment
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Post divorce planning - how to protect your client's assets and children post divorce
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Planning for Children - What happens to custody if both parents are incapacitated or die
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Estate Planning for Blended Families - Strategies and Pitfalls
Speaker:
Jane has over thirty years experience as a litigator and mediator and she brings experience as a business and a "high asset" family law litigator to her estate planning practice where she handles a variety of complex estate planning issues.
Also, as a mediator, having handled hundreds of alternative conflict resolution sessions, her negotiation and mediation skills assist families to settle their estate and asset issues.
Jane has been a frequent speaker to attorneys at Continuing Legal Education seminars and to community and professional groups. In addition, she has authored monthly columns for the Los Angeles Business Journal and the Washington State Trial Lawyers Newsletter as well as serving as a web editor.
Wednesday, September 14, 2011 Free Event and Webinar: New Estate Tax Laws Provide Historic Opportunities for a Limited Time
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Join us and lean about the just released IRS Notice 2011-76 that extends the filing deadline for Forms 706 and 8939 for estates of decedents dying in 2010.
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Discover business development opportunities for lawyers, CPAs, and money managers under the new law
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Increase your revenue: Learn how to address these issues with your clients to get more business from the latest sophisticated estate planning opportunities created by the new law
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Get CE credit (1hr CPE/CLE)
Live Event Date: September 16, 2011
Network with other professionals to expand your business
Networking & Breakfast: 9:30 a.m. - 10:00 a.m.
Presentation: 10:00 a.m. - 11:00 a.m.
Location: 468 N. Camden Drive, Suite 200
Beverly Hills, CA 90210
Click Here to Register
by RSVP only, seating is limited
by RSVP only
Description:
The current law is set to expire at the end of next year. Learn about critical tools available to exponentially increase the current $5M basic exclusion amount and the risks in using those tools.
Understand the advantages and the pitfalls of the new "Portability Rules" and how trust amendments could minimize estate tax under the new laws.
Explore how Generation Skipping planning can more efficiently pass wealth and protect children from losing their assets in a bad marriage.
We will discuss:
The "gift bonanza"* under the new law: how the wealthy can pass an extra $8 million to their heirs, and how to exponentially multiply that gift thru
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Qualified Personal Residence Trusts - the QPRT
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Irrevocable Life Insurance Trusts - the ILIT
*New York Times, 12/17/10
How to supercharge sophisticated advanced estate planning techniques by
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Adding a Grantor Trust to a QPRT
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Adding Generation Skipping Tax provisions to an ILIT
How a special election under the new law could save millions of dollars (for heirs of someone who died in 2010) and how to make that election
What the NEW law says about probate and the need of living trusts to avoid the cost and expense of probate- Review of California statutory probate fees
The "I Love You" Trust- a viable option in light of the NEW Portability Rules?
Speaker: Attorney Michelle C. Lerman - Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California
Michelle has been in practice for more than 25 years. She has been selected for inclusion in 2009 and 2010 Super Lawyers. Only 5% of the lawyers in the state were so selected.
Michelle is a partner in Lerman Law Partners, LLP, which has received the highest peer-review rating possible from Martindale-Hubbell (AV® Preeminent).
Michelle is a highly sought after speaker in the community and lectures on the forefront of current developments in estate planning design strategies. |