Planning Need Not Be Complicated
Overview:
Asset protection planning can easily become complex and exotic and lose its effectiveness.
Planning for trusts should not be complicated. During this session, we will discuss the wise use of titling, statutory planning with exempt assets, trusts, protective entities, and insurance.
Objectives:
Topics of discussion will include:
- Understand basic, simple planning for asset protection. Get an overview of planning for trusts
- Differentiate between different titling options for assets
- Understand statutory planning with exempt assets
- Identify different types of trust and keys to effectiveness
- Understand various protective entities and its opportunities and risks for asset protection
- Identify insurance options available for asset protection
Instructors:
Designed For:
CPAs or accounting professionals.
Prerequisite:
Some familiarity with accounting.
Additional Info:
Thank you for registering for the "Planning Need Not Be Complicated" OnDemand course. You can begin immediately by going to the 24/7 Learning Library portal at https://ficpa.courselaunch.io and logging in with your current FICPA member login credentials.
Your course or courses should be immediately available after you login.
If you have any issues, please let us know by submitting a ticket through the Support link and we will assist you as quickly as possible.