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Cannon Estate Planning Teleconference Series: Asset Protection Strategies for a Rainy Day



Date June 17, 2014
Time 12:30 pm
Location Marcum LLP
750 Third Avenue 11th Floor
New York, NY 10017

The Cannon Estate Planning Teleconference Series provides a monthly forum for professionals to connect and collaborate. Topics relate to current events impacting the Wealth Management and Estate Planning industries.

Each monthly Teleconference is approved by national organizations and associations for Continuing Education and CLE. Over 80% of all state CPA and Bar associations consistently view this program as a Continuing Education main stay.

In our increasingly litigious world, an individual or family's fortune can be quickly dissipated or forfeited. We trust and estate professionals would do well to ponder the potential that the blame for the loss of a client's assets to a third-party predator, rightly or wrongly, may fall on us. Although there are strategies available to protect our clients from predatory creditors' claims, these strategies must be considered and implemented well before the potential for liability arises.

The following topics will be discussed during this teleconference:

  • Self-settled trusts - the good, the bad and the ugly
  • Advantages and disadvantages of tenancies by the entireties
  • Fraudulent conveyance issues
  • Overview of international asset protection opportunities





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