Name
Lunch & Learn - Integrating Asset Protection into Your Estate Planning Practice, Sponsored by Lodmell & Lodmell, P.C.
Date & Time
Tuesday, July 31, 2018, 12:00 PM - 12:45 PM
Description
Sponsor: Lodmell & Lodmell, P.C.
https://www.lodmell.com/
Presenter: Douglass S. Lodmell, J.D., LL.M., Founder, Asset Protection Council®, Managing Partner and Co-Founder
Integrating Asset Protection into Your Estate Planning Practice
Understanding the complicated options available to protect your client’s assets has become a critical component of your job as an estate planner. Join Douglass Lodmell, J.D., LL.M., as he presents the tools and information you need to educate your clients in this complex area of law and shares his unique insights on how to make asset protection planning a core component of your practice. During this presentation he’ll discuss:
• Understanding Offshore Options: Offshore LLC's, Foreign Asset Protection Trusts (FAPT), and when these are appropriate for your clients.
• Understanding the Domestic tools: Corporations, Limited Partnerships, LLC's, Domestic Asset Protection Trusts (DAPT), irrevocable trusts, and when these are appropriate for your clients.
• Understanding other unique planning tools: hybrid trusts and other asset protection instruments.
Speaker Bio:
Douglass Lodmell is the Founder of the Asset Protection Council®, and the Co-Founder and Managing Partner of Lodmell & Lodmell, P.C., recognized as one of the nation’s leading asset protection law firms. In addition to holding a Juris Doctorate from Cardozo School of Law, Mr. Lodmell has an advanced law degree (LL.M.) in taxation from NYU School of Law. Douglass is a leader in the Asset Protection community and is the creator of the breakthrough concept of “The Bridge Trust®.” He has authored numerous articles for professional journals, as well as a popular book about the explosion of lawsuits in America called, The Lawsuit Lottery: The Hijacking of Justice in America. Doug’s extensive experience makes him a frequent guest speaker at professional conferences and seminars throughout the country. where he teaches the concepts of asset protection to other attorneys.
Sessions
Douglass S. Lodmell, J.D., LL.M
Session Type
Sponsored Sessions (e.g. Lunch & Learns)
Course Focus
Multi-Focused
CLE Eligibility
Eligible for Competence credit