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Asset Protection 2010 - 2 CPE Credit Hours
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The current litigation explosion has created tremendous interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning.
This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.
Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.
Course Level: Overview. This program is appropriate for professionals at all organizational levels. (2 Credits)
Recommended Credits: 2 CPE Hours
Learning Assignment & Objectives
As a result of studying the assigned materials, you should be able to meet the objectives listed below.
At the start of the materials, participants should identify the following topics for study:
* Basic protection concepts & fraudulent transfers
* Individual titles and sole proprietorship
* Limited liability companies
* Marital property & separate property
* Premarital & post-nuptial agreements
After reading the materials, participants will be able to:
1. Clear up misconceptions about and state the main reasons for asset protection, warn clients about fraudulent transfers and structure asset protection planning transfers so that they are not fraudulent, help your client with setting goals associated with undertaking asset protection measures, and explain how life insurance can be used as an asset protection vehicle.
2. Advise your clients on how the various types of entities relate to asset protection and how the various types of joint ownership of property and various trusts directly impacts asset protection and tax liability.
3. Distinguish between the concepts of common law property, community property, and equitable and which states base distribution laws on those concepts, apply asset division principles, and demonstrate a working knowledge of premarital and post-nuptial agreements and how they can be used to advise clients on individual asset protection.
After studying the materials, answer the exam questions 1 to 10.
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