Shielding & Getting at Wealth: From Asset Protection Planning to Flagging Fraudulent Conveyances
Complex strategy and calculated forethought dissected in a moderated dialogue
- Product Number: 2150202P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Protecting and getting at wealth that has been accumulated over time is a multi-dimensional exercise. Asset protection strategies implemented in advance of litigation, insolvency, or other unforeseen circumstances can go a long ways toward ensuring continued ownership of assets and providing for an orderly transfer of assets to intended beneficiaries. Transfers made in reaction to unforeseen events or otherwise absent proper planning and advice are more likely to be vulnerable to challenges made by creditors, trustees, or receivers.
This new program analyzes the many challenges to preserving wealth—and features litigation strategies to challenge asset protection measures and maximize the prospect of recovery on a judgment. Strategy and timing can be everything. What is yours?
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Agenda
Agenda & Materials
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9:00 - 9:05 a.m.
Welcome and Introduction
Andrew G. Lizotte, Esq., Murphy & King, PC , Boston
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9:05 - 9:55 a.m.
Protection of Assets Through Asset Protection Trusts and Medicaid Irrevocable Trusts – and Related Tax Implications
on demand video Add to Cart -
9:55 - 10:05 a.m.
Networking and Refreshment Break
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10:05 - 10:55 a.m.
Homestead Exemption and Trusts: Selected Statutes and Cases
on demand video Add to CartAndrew G. Lizotte, Esq., Murphy & King, PC , Boston
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10:55 - 11:45 a.m.
Recovery of Transferred Assets in Litigation and Bankruptcy: Fraudulent Transfer Actions and Other Remedies
on demand video Add to Cart -
11:45 a.m. - 12:00 p.m.
"Ask the Experts" Q&A Session
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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