Asset Protection Planning: The Missing Component of Many Estate Plans

$145.00

Clear
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Course Description

This program was recorded on October 7, 2019

Attorney Blake Harris of Mile High Estate Planning in Denver, Colorado will teach the tools for protecting one's assets from lawsuits. The first part of this course will cover several common techniques for reducing liability exposure. Then, we will discuss Limited Liability Companies, Limited Partnerships, and the benefits of charging order protection. The course will conclude with an in-depth look at third party asset protection trusts, as well as the use of domestic, international, and hybrid domestic-international trusts for asset protection planning.

Speaker Bio
2 General CLE Credits
Course Agenda

Attorney S. Blake HarrisS. Blake Harris
S. Blake Harris is the Managing Attorney at Mile High Estate Planning where he assists clients with Asset Protection and Estate Planning. Blake has extensive knowledge and experience helping families plan for and manage the transfer of their assets.

Before Mile High Estate Planning, Blake worked for one of the nation’s largest wealth management firms where he helped high-net-worth and ultra-high-net-worth clients plan for the transfer of their assets. Over the course of his career, Blake has worked for, co-counseled with, and learned from several of the nation’s top Estate Planning and Asset Protection Attorneys.

Contact S. Blake Harris

2 General Credits

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Course Agenda

  1. Summarize the asset protection benefits of insurance, gifting, and retirement planning
  2. Explain the benefits of entities receiving charging order protected, such as an LLC or a limited partnership
  3. Analyze fraudulent conveyance issues
  4. Compare offshore asset protection trusts, domestic asset protection trusts, and hybrid asset protection trusts to identify which asset protection trust is the appropriate tool for protecting a client’s wealth
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