Lunch & Learn

Integrating Asset Protection into your Estate Planning Practice

04 Oct 2017
12:45 pm - 1:30 am

Lunch & Learn

Integrating Asset Protection into your Estate Planning Practice

Brought to you by Lodmell & Lodmell, P.C.

Understanding the complicated options available to protect your client’s assets has become a critical component of your job as a professional advisor. The presentation will provide a review of the legal tools available and the information you need to educate your clients in this complex area of law as well as insights on how to make asset protection a core component of your practice.

What You’ll Learn

  • Understanding Offshore Options: Offshore LLC’s, Foreign Asset Protection Trusts (FAPT), and when these are appropriate for your clients.
  • Understanding the Domestic tools: Corporations, Limited Partnerships, LLC’s, Domestic Asset Protection Trusts (DAPT), irrevocable trusts, and when these tools apply to your clients.
  • Understanding other unique planning tools: Hybrid trusts and other asset protection instruments.

 

About the Speaker: Douglass Lodmell

Douglass Lodmell is the Founder of the Asset Protection Council®, and the Co-Founder and Managing Partner of Lodmell & Lodmell, P.C., recognized as one of the nation’s leading asset protection law firms. In addition to holding a Juris Doctorate from Cardozo School of Law, Mr. Lodmell has an advanced law degree (LL.M.) in taxation from NYU School of Law. Douglass is a leader in the Asset Protection community and the creator of the breakthrough concept of “The Bridge Trust®.” He has authored numerous articles for professional journals as well as a popular book about the explosion of lawsuits in America called The Lawsuit Lottery: The Hijacking of Justice in America.

Doug’s extensive experience in asset protection make him a frequent guest speaker at professional conferences and seminars throughout the country, as well as teaching concepts of asset protection to other attorneys at continuing legal education seminars nationwide.