Total Credits: 1.2 Self Study
This program does not qualify for Kansas Credit or Season Pass.
Appreciated real estate is often the most valuable asset held by a client. Real estate as an asset class is also frequently subject to depletion through divorce, claims of creditors, tort claimants and others. Ensuring that the real estate is properly held, preserved, and administered to protect its value is the key task of many trust and estate plans. This program will provide you with a real-world guide to accessible asset protection strategies for real estate, including the sophisticated use of limited liability entities, trusts and insurance products, key elements of drafting operating agreements and their traps, and use of forms of ownership and choice of law planning.
Speaker: Jonathan E. Gopman, Akerman, LLP, Naples, Florida
Note: This program was originally produced as a telephone seminar and is available on demand in streaming audio with streaming. This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias credit or Kansas credit.
Course materials (3.5 MB) | Available after Purchase |