Learn how to keep assets safe from plaintiffs, creditors or a government agency as we review advanced planning strategies and solutions, including planning with community property; use of domestic and offshore business entities; domestic and foreign trusts; equity strips; private retirement plans; sales to defective trusts; and others. In this course you will explore how to protect assets after a lawsuit, a loan default or an accident. Discussion will also focus on the various ways to protect common assets, such as houses, bank and brokerage accounts; businesses and professional practices; and retirement plans.
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