Asset Protection Webcast | 4203835B

Course Details


Wednesday, September 23, 2020

7:00am – 9:00am
(Registration: 6:30am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Basic knowledge of business entities, income, estate and gift taxes.


Safeguarding assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts.
Planning skills for specific creditors, such as plaintiffs' attorneys and lenders holding personal guarantees. Learn techniques to protect common assets, including homes, bank and brokerage accounts, businesses. professional practices and retirement plans.
An extensive focus on the practical aspects of planning. What works and what doesn't. Especially the implementation of last-minute planning. Case studies illustrating the effectiveness of various structures.


Planning aspects
Legal theories
Protecting assets
Planning before and after lawsuits
Using business entities, including domestic and foreign corporations, LLCs and LPs
Planning for married couples and community property
Picking correct entities and jurisdictions
Domestic and foreign asset protection trusts


Identify specific planning and structuring techniques.
Recall underlying substantive law and its practical application.
Determine how and when to implement each structure and for what type of asset and client.
Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders, etc.

Designed For

CPAs, attorneys, financial planners, real estate investors and business owners.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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