Jeffrey R. Matsen

The Basics and Cutting Edge Strategies of Asset Protection Trusts – On-Demand

Original Recording Date: April 28th, 2017
Duration: 75 minutes

For the last several decades, there has been a greater emphasis on asset protection planning because of the proliferation of litigation. Potential liability is now a major concern to doctors, other professionals, real estate investors, business owners and other persons of high net worth. Utilizing trusts is an effective asset planning technique.

In this webinar, you will receive a step-by-step guidance on how to select and set up the appropriate asset protection planning structure utilizing trusts. The presentation will cover topics such as:

  • The need for asset protection and proper planning
  • Why the typical family estate planning trust does not provide the required asset protection planning
  • Review of the existing domestic asset protection trusts and state legislation
  • Consequences of utilizing domestic asset protection trusts
  • Modular structure utilizing trusts and LLCs
  • Going offshore and using offshore asset protection trusts
  • Setting up and maintaining the foreign asset protection trust
  • Offshore modular planning
  • The Stand-Alone IRA Trust

View Continuing Education Credit

Attorneys

We are approved providers in several states, and our webinars are routinely approved in all states. When you register, you will enter the state(s) for which you are seeking CLE credit. In the unlikely event that the webinar is not approved, we will fully refund your registration fee.

This course is eligible for 1.5 General credits in the following states: CO, FL, KS, MO, NJ, NY, OK, RI, VA, WV, and WI.

This course is eligible for 1.3 General credits in the following states: AL, DE, GA, MS, OH

This course is eligible for 1.25 General credits in the following states: AK, AZ, AR, CA, HI, ID, IL, IN, IA, KY, LA, ME, MN, MT, NE, NH, NM, NC, ND, OR, SC, TN, TX, VT, WA and WY.

This course is eligible for 1.0 General credits in the following states: NV, PA, UT

This course is not approved in the on-demand/recording format for the following states: AR, KS, NE, RI, VA.

Jeffrey R. Matsen


About the Presenter

Jeffrey R. Matsen is founder and managing partner of Matsen Voorhees Mintz LLP. Mr. Matsen’s practice encompasses business formation and transactional matters, estate planning, asset protection, probate, tax and real estate. He is the author of the American Bar Association published book, The ABA Consumer Guide To Asset Protection Planning. Mr. Matsen has been an adjunct professor at Western State University College of Law, Golden Gate University and Chapman University School of Law. He is a graduate of the University of California at Los Angeles School of Law.

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$149
25% Off

5-9

$133
33% Off

10+

$99
50% Off

On-Demand

icon-webinar-smShortly after you register, we will email you a link to view the webinar recording and a PDF of the presentation materials. You will be able to view the webinar recording as many times as you wish for up to 1 year.  If you have any questions, please contact us.

Access Everywhere

Access the recorded webinar at any time on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$199

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$149
25% Off

5-9

$133
33% Off

10+

$99
50% Off

On-Demand

icon-webinar-smShortly after you register, we will email you a link to view the webinar recording and a PDF of the presentation materials. You will be able to view the webinar recording as many times as you wish for up to 1 year.  If you have any questions, please contact us.

Access Everywhere

Access the recorded webinar at any time on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.