 |
CBA Home | CLE Home | Contact Us |  Cart - empty |
Search |
|||||||||||||||
|
 Asset Protection for the Common Man - WEBCASTWebcast Prices from $129.00 to $199.00 or call 303-860-0608(toll free 888-860-2531)
Also available as:
     Shopping Cart
You currently have 0 item in your shopping cart.
November 2009
Asset Protection for the Common Man
Important Webcast Information:
Webcasting is Green!
Course materials are provided in electronic format to all webcast attendees. If you prefer to receive the materials in paper form, you must make this request at the time of registration. Once CBA-CLE has final materials prepared, they will be shipped immediately upon your request, but we cannot guarantee that you will receive them prior to the program. Webcasting is Easy!
The minimum system requirements:
- A reliable High-Speed Internet Connection
- Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM (any newer computer)
- Microsoft's Windows Media Player™ v.9 or higher Tips for a better webcast experience: http://www.cba-cle.org/webcast_tips.html Please run this test to make sure your computer meets the minimum system requirements:
*You will receive an invoice and instructions to view the webcast via email upon registration*
Program Highlights
What You Will Learn:
- An Introduction to Asset Protection for the Common Man
- Simple Strategies to Protect Assets:
* Liability Insurance
* Gifts
* Tenancy by the Entirety and Joint Tenancy
* Disclaimers
- Bad Boy Set Asides
- Exemptions
- Entity Planning:
* Corporations
* Limited Partnerships and LLC's
* Trusts
Who Should Attend:
- Trust and Estate Law Attorneys
- Solo/Small Firm Attorneys
- Anyone Who Wants a Deeper Understanding of the Asset Protection Strategies that Do Not Involve Off-shore Trusts!
Program Description
The common man or woman is our typical client. He (or she) may or may not have a taxable estate but has assets, including a home, savings, investments, and even a business which could be attached by the unanticipated creditor.
Exotic and complex asset protection strategies (which often involve the establishment of off-shore trusts) that work well for clients of very high net worth are usually neither needed nor desired.
In addition, these common men and women have other needs and desires for the disposition of their property upon death that are not driven by tax issues. As the economic recession drags on, clients will need help in minimizing the reach of creditors into the estate. Insurance issues as well as medical care, disclaimers, bankruptcy, and other non-tax issues are important issues for these clients.
Want to learn time-tested, effective asset protection strategies for your clients in this important asset level category? Then you need to attend this program! The program's distinguished faculty includes Mr. James W. Narron, a nationally-known estate planning attorney who writes and speaks frequently on asset protection issues. Mr. Narron will be joined by Mr. Thomas L. Stover, a highly-regarded trust and estate law attorney hailing from Colorado, who will address the asset protection issues that are unique to Colorado based clients.
Agenda
8:30 - 9:00 am
Registration
9:00 - 9:05 am
Welcome and Introduction
Extended by Thomas L. Stover, Esq.
9:05 - 11:55 am
Asset Protection for the Common Man
- Introduction
- Simple Strategies to Protect Assets:
* Liability Insurance
* Gifts
* Tenancy by the Entirety and Joint Tenancy
* Disclaimers
- Bad Boy Set Asides
- Exemptions
- Entity Planning:
* Corporations
* Limited Partnerships and LLC's
* Trusts
* Final Thoughts
Presented by James W. Narron, Esq. and Thomas L. Stover, Esq.
11:55 am
Adjourn
Faculty:
James W. Narron, Esq.
Narron, O'Hale and Whittington, PA
Smithfield, NC
Thomas L. Stover, Esq.
Stover & Spitz, LLC
Longmont, CO
Video Replays - December 10, 2009:
Denver: CLE Classroom, 1900 Grant Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
|
||||||||||||||
Asset Protection for the Common Man 
View your cart
Checkout