Integrated Estate & Asset Protection Planning In The Modern World: With Big Take-Aways from the Powell V. Commissioner Case

CLE Credits: 2 General

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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.

Live Webcast - Date & Time Pending

Course Description

Modern estate planning without consideration of asset protection issues is like planning with blinders on because most clients want to know they are taking full advantage of state and federal laws designed to protect their assets. Miami attorney Phil Rarick, with over 30 years of estate experience, will discuss practical and innovative strategies to weave client estate planning and asset protection objectives into a comprehensive plan. 

As an extra bonus, Jay Beskin, a recognized  Ft. Lauderdale  estate tax attorney and CPA, will discuss the recent Powell V. Commissioner tax court case with special focus on evaluating what entities are now at risk as a result of this critical case, and strategies to protect family LLC’s, limited partnerships and other entities from the impact of Powell.

  • Jay Beskin
    Since 1979, Jay has concentrated his practice in estate planning, IRS tax controversies, trust administration, corporate and commercial law, probate and real estate law. In addition, Jay has extensive experience in local governmental matters and also represents condominium associations and property owner associations in their governance and property matters Jay works with individuals and business owners to ensure cost effective transfer of family wealth to desired beneficiaries, including charities, with minimal estate and gift taxes. Jay also represents emerging and mature businesses in most aspects of corporate law, including employee, shareholder and partnership agreements, financing and leasing agreements, mergers and acquisitions and general business agreements.

    Contact Jay Beskin

    Phillip Rarick
    Attorney Phil Rarick has thirty years of experience in both private and public legal work. He previously served as counsel to the National Association of Attorneys General. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice. Mr. Rarick is a past president of theMiami Lakes Bar Association and presently serves as a director of the Weston Bar Association. He is a member of the Florida, Virginia, and Indiana Bar Associations. He is active in the Elder Law Section of the Florida Bar, and the Real Property, Probate and Trust Law section of the Florida Bar. He was an attendee of the 2018 Heckerling Institute for Estate Planning, the largest estate planning symposium in the United States.

    Contact Phillip Rarick

      • 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.

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

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      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. “Porcupine Asset Protection Strategy”: Turning attractive “fat duck” assets loaded with insurance into lean and mean porcupines that are difficult to attack
    2. Children Safe Harbor Trusts to ensure inheritance goes to the child – not the spouse your client’s don’t like
    3. Elder Protection Trusts to protect vulnerable seniors from the torrent of scam operations targeting our older citizens nationwide – and not just in Miami!
    4. Irrevocable Divorce Trusts to ensure marital funds are not blown by a spendthrift parent (a helpful tool to secure referrals from Family Law Attorneys)
    5. Maxing – and not diluting - homestead protection
    6. Nevada Domestic Asset Protection Trusts: When and when not to use
    7. Off-shore planning opportunities in Nevis and Cook Islands

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