Asset Protection for Self-Settled Trusts in California - Part II
Date: Friday, August 15, 2008
Length: 12:00 -1:30PM (PST)
Who Should Attend:
This teleseminar will benefit attorneys, accountants, trust officers, estate and financial planners.
Program Description:
The purpose of this teleseminar is to instruct the legal practitioner on how to counsel a Trustor living in California who wishes to establish an asset protection trust in which he has a beneficial interest or retains management control.
This teleseminar is the second part of the three part teleseminar series on Asset Protection.
Agenda:
Issues considered
I. Fraudulent Conveyance Rules
II. Community Property/ Separate Property Transmutation Considerations
III. The Self Settled Trust
a. In California
b. Other Jurisdictions
IV. Structuring an Asset Protection Trust in California
a. Beneficial Interests;
b. Trusteeship
c. Trust Protectors
d. Spendthrift Clauses
e. Discretionary Distributions
f. Support Trusts
g. Rule of Perpetuities
h. Income, Estate, Gift, and Generation Skipping Transfer Tax Considerations
Faculty:
Francis Burton Doyle, Esq., WealthPLAN
Continuing Education Credits:
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1.5 hours, of which 0.0 hour will apply to legal ethics. Each attendee seeking continuing education credit must purchase an individual registration. Advanced LTI, certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. Advanced Legal Training Institute, is a State Bar of California approved MCLE provider (#13751).
Additional questions about our teleseminars?
Teleseminar Products:
CD/eStudy Guide Package Only $209
*Please allow two to four weeks after the date of the teleseminar for delivery of products.
Advanced Legal Training Institute| 1635 The Alameda, 2nd floor, San Jose, CA 95126
Telephone (650) 960-3772| Facsimile (650) 960-3773
Additional questions about our teleseminars? Please visit our FAQ page or contact our customer service team at customerservice@advancedlegaltraininginstitute.com
