Philadelphia Bar Association- Probate and Trust Section Quarterly Meeting and CLE
Protecting Your Nest Egg: Using Domestic and Foreign Asset Protection Trusts to Safeguard Assets
“Asset protection” has become part of the common lexicon of asset management, financial planning and estate planning. Increasingly, clients are seeking strategies to help them preserve and protect the wealth they have accumulated in the face of risk. As a result, more and more individuals are creating asset protection trusts, both domestically and abroad, in order to shield a grantor-beneficiary’s assets from the reach of creditors. This course will help advisors better understand the frequently asked questions of “when to use,” “where to situs,” and “how to administer” an asset protection trust to safeguard an individual’s assets. JOIN OUR EXPERT PANEL – Hear from attorneys, advisors and fiduciaries – Consider the goals and strategies of asset protection trusts – Receive tips for creating, drafting, and administering asset protection trusts – Learn how to development effective asset protection strategies EXAMINE JURISDICTIONAL DIFFERENCES – Compare domestic and offshore planning techniques to protect assets from creditors – Get an overview of asset protection laws in Pennsylvania, Delaware, and New Jersey LEARN ANSWERS TO THE KEY QUESTIONS – How best to choose a trustee and a trust protector – Ways to avoid fraudulent transfer allegations – How to avoid planning dilemmas and address ethical considerations Featured Panelists:
- Ted M. Greenberg, Esq.–Offit Kurman
- Richard W. Nenno, Esq- Managing Director & Trust Counsel-Wilmington Trust Company
- Jeffery C. Wolken, Esq.- Managing Director & Administrative V.P.-Wilmington Trust Company
Date: Tuesday, June 03, 2014 Time: 12:30 PM Location: Pennsylvania Bar Institute CLE Conference Center Wanamaker Building, 10th Floor Philadelphia, PA 19107 Registration Info: Registration begins at 11:45 am, the CLE will be held from 12:30 – 2:30 pm.
CLE Credits: 2.0 Substantive; also eligible for 2.0 CPA credits
About Offit Kurman Featured Panelist Ted M. Greenberg
Mr. Greenberg’s practice concentrates in the areas of estate planning, asset and wealth preservation, federal, state and local taxation, elder law, ERISA, employee benefit and retirement plans, and estate and trust administration. You can also connect with Offit Kurman via Facebook, Twitter, Google+, YouTube, and LinkedIn.