CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Asset Protection - Legal and Financial Planning Strategies

Asset Protection - Legal and Financial Planning Strategies

1.5 Credits


Subject Area


Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00384-21-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0384)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1.5 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00384-21-S)

1 CE credit of General Financial Planning Principles for all CFPs (CFP Board Approved : 8061) (Approval No. 293752)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00384-21-S)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 25, 2021 | 04:00 PM EDT Register


  • Why should you be discussing Asset Protection Planning with your Clients?
    3 mins
  • The Best Practices of Asset Protection?
    14 mins
  • Uniform FraudulentTransfer Act
    28 mins
  • Planning Principles
    35 mins
  • Layers of Procetion
    54 mins
  • Forum Shopping
    62 mins

Course Description

DID YOU KNOW – that there are over 40 million lawsuits filed in the United States EVERY YEAR?

The best asset protection strategies involve legal tools and financial plans developed to shield valuables from lawsuits. These include analyzing a list of assets that need protection and determining which legal instrument or strategy would ideally protect each one. Examples include forming certain types of trusts and companies and taking advantage of regional laws designed to protect assets. It can aid in achieving financial goals, estate planning for the next generation, as well as facing the reality that we are all vulnerable to litigation. Through pre-planning is best, there are even ways to protect yourself after a lawsuit is filed.

Asset Protection Strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into plans. In this workshop we will cover the following topics to help you in having conversations with your clients about the legal aspects of business planning:

  • Asset Protection Principles 1) Privacy 2) Fraudulent Transfers 3) Separation of Assets (Legal Walls) 4) Forum (Jurisdictional) Shopping 5) Bargaining Power 6) Exemption Planning
  • Insurance and Asset Protection Planning
  • Liability Planning for Professionals (Doctors, Dentists, Chiropractors, Veterinarians, etc.)
  • Using an Attorney to help build financial plans

Glen Wagstaff, an experienced Estate Planning attorney, will be providing a workshop for Financial Professionals to help them guide their clients with strategies to protect their assets and limit their liability.

Learning Objectives

  • To recognize key asset protection principles
  • To provide an overview of various strategies that can be incorporated into financial plans
  • To recognize various strategies to protect key assets
  • To identify various strategies to limit key liabilities
  • To recognize using insurance, professionals such as Doctors, Dentists, Chiropractors, Veterinarians, etc.), and attorney to zero down on the customized plan

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA