Course Description:
This intermediate-level course bridges the gap between basic asset protection principles and advanced strategies. Designed for professionals, business owners, and individuals with growing assets, the course explores practical, legally sound techniques to shield personal and business wealth from lawsuits, creditors, and unforeseen financial risks. Participants will learn how to structure their assets using trusts, legal entities, insurance, and international strategies while understanding the legal frameworks that govern asset protection. The course also emphasizes risk assessment, legal compliance, and strategic planning to create comprehensive asset protection plans.
Course Objectives:
1. Understand the legal principles and frameworks underlying asset protection strategies.
2. Learn how to assess personal and business risks to determine appropriate asset protection measures.
3. Explore the effective use of legal entities such as LLCs, corporations, and partnerships for asset shielding.
4. Understand how to integrate domestic and limited international asset protection strategies.
5. Gain knowledge of key trust structures and their role in protecting wealth.
6. Identify the legal boundaries of asset protection, including fraudulent transfer laws and ethical considerations.
7. Develop strategies to protect both tangible and intangible assets, including intellectual property.
8. Learn how to integrate insurance into a comprehensive asset protection plan.
9. Understand litigation risks and preemptive strategies to deter legal claims.
10. Create a personalized, intermediate-level asset protection strategy tailored to individual and business needs.