First American

Legitimate and Effective Asset Protection Planning

Join us for a CE course for estate planning attorneys and CPAs. Asset protection planning can greatly aid your clients and their family during vulnerable financial situations from aggressive creditors. As an Estate planner, you should strive to offer your clients the advantages and techniques to implement asset protection early in the estate planning process. Be sure to attend our course on asset protection planning which will cover the following topics: 

  • Avoiding Fraudulent or Voidable Transfers
  • Using Tenancy by the Entireties Form of Ownership
  • Protected Status of Qualified Retirement Plans, IRAs and Life Insurance
  • Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts

Earn your continuing education credits for attorneys (MCLE) and/or CPAs (CPE) with us. Hope you can join us on Tuesday, October 25th at 10 am PDT for our asset protection planning course.

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CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours