Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:

• Avoiding Fraudulent or Voidable Transfers

• Using Tenancy by the Entireties Form of Ownership

• Protected Status of Qualified Retirement Plans, IRAs and Life Insurance

• Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts

This is a hybrid event. Brown Bag Lunch start at 12:30 and the teleconference is between 1:00 - 2:30.

RSVP to Dan Stanyon (button below). Free for Members! Non-members: $15. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!