The Tax Aspects of Asset Protection CLE
The Tax Aspects of Asset Protection Trusts, Including Income, Estate, Gift and Reporting and Compliance

$145.00

Clear

Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

Live Webcast – September 29, 2020

  • 10:00-12:15pm PT / 11:00-1:15pm MT / 12:00-2:15pm CT / 1:00-3:15pm ET

This course will examine the income, estate, gift and generation-skipping transfer tax aspects of asset protection trusts, including various planning opportunities. It will examine planning with both domestic (“DAPT”) and foreign asset protection trusts (“FAPT”). It will review the tax compliance and reporting requirements related to DAPTs and FAPTs.

Attorney Anna E. ElsAnna E. Els
With an emphasis on wealth preservation, Anna Els’ practice is focused on trusts and estates planning. She works primarily with high net worth individuals. Her area of expertise are tax, trusts and estates.

Honors and Distinctions: The Best Lawyers of America 2021, Listed in Florida for Tax Law, Trusts and Estates Law as “Ones to Watch”

Contact Anna E. Els

Attorney Jonathan E. GopmanJonathan E. Gopman
Jonathan Gopman is a partner in Akerman’s Naples office and also spends substantial time in the Fort Lauderdale office. Jonathan’s practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice Jonathan takes a four part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. Jonathan has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning and general tax planning. Jonathan is an adjunct professor in taxation at Ave Maria Law School in Naples, Florida

Contact Jonathan E. Gopman

Attorney Melissa A. RodriguezMelissa A. Rodriguez
Melissa Rodriguez focuses her practice on structuring and implementing methods for clients’ wealth and business succession. She works with high net worth individuals to achieve their objectives while minimizing income and transfer tax exposure. In addition, Melissa represents clients before the Internal Revenue Service in matters concerning gift, estate, and fiduciary income tax. She also has experience in establishing and obtaining federal tax exemption for nonprofit organizations.

Contact Melissa A. Rodriguez

2 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  1. General Overview of Asset Protection Trusts.
  2. Gift Tax Aspects of Asset Protection Trusts.
  3. Estate Tax Aspects of Asset Protection Trusts.
  4. Generation-Skipping Transfer Tax Aspects of Asset Protection Trusts.
  5. Income Tax Aspects of Asset Protection Trusts.
  6. Tax Reporting and Compliance Issues with Asset Protection Trusts.
  7. Planning Opportunities with Asset Protection Trusts.