This course provides a practical, in-depth foundation in the legal mechanisms, planning strategies, and real-world applications of asset protection law. Designed for attorneys, financial advisors, and business owners, it focuses on lawful means of protecting wealth from lawsuits, creditors, and unforeseen liabilities while ensuring compliance with U.S. federal and state regulations. Learners will gain actionable understanding of trusts, entities, exemptions, transfers, offshore structures, and ethical considerations, emphasizing how to design and implement protection strategies that withstand legal scrutiny.
Course Objectives
By the end of the course, participants will be able to:
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Understand the legal principles governing asset protection in the United States.
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Identify common risks to personal and business assets and how to mitigate them.
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Evaluate various legal tools—trusts, LLCs, partnerships, exemptions—for strategic asset defense.
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Structure asset protection plans compliant with fraudulent transfer laws and ethical standards.
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Integrate domestic and international structures effectively and legally.
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Develop comprehensive protection strategies for individuals, professionals, and business entities.
