Adding Asset Protection to Your Practice

WHAT WE’LL COVER

During this basic introduction, Dennis Brislawn, WealthCounsel principal, will explore how “asset protection” issues arise in your business planning practice. Dennis will survey solutions available in Business Docx with a description of how each could prove useful. While a business is a risky asset, creating potential liability involving other assets, it can also be the source of family wealth. Dennis will also briefly discuss personal asset protection, which is intimately intertwined with business asset protection. In addition, Dennis will cover

• What is Asset Protection Planning?

• Introduction of Concept to a Client

• The Client Assessment (Risks)

• Survey of WealthCounsel Solutions

• Ethics Considerations

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 10/30/2018

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or education@wealthcounsel.com.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

This webinar is included for Business Law Subscribers and provided live complimentary for Trusts & Estates Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 (Recording not included) | Gun Law Price: $139 | Business Law Price: $0 | Practice Development Price: $139