Conducting an Asset Protection Audit
Understand the considerations and questions to ask at all stages of the estate planning process
- Product Number: 2220219RBC
CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note
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It is critical to know what assets our clients have at all stages of the estate planning process. At the beginning, are we talking about and designing the right plan (tax considerations, creditor protection, or MassHealth eligibility)? At the end of the engagement, how do we help our client align their assets to make the estate plans effective? After the engagement is over, how do we help our clients keep the plans alive and viable with the possible addition of new assets or changes in circumstances?
Agenda & Materials
9:30 - 10:15 am
Why Do You Need an Asset Audit at the Beginning of the Engagement?eLecture Add to Cart
- Tax exposure; Creditor risk exposure; MassHealth eligibility
- Are any assets located outside of Massachusetts, and if so, what type of assets–real property, personal property, or other?
- Scope of engagement considerations
10:15- 10:20 am
10:20 - 10:55 am
10:55 - 11:20 am
11:20 - 11:30 am
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