Audio/Web Conference: The Domestic Asset Protection Trust: |
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CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1 The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required. The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900. The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is co-sponsored by NAEPC. Program OverviewAsset protection has become one of the hottest areas of practice for estate planners. The Domestic Asset Protection Trust has become one of the leading asset protection vehicles. The speaker will describe how this works and which states are best for this technique. He will also spend time discussing the use of charging orders for additional creditor protection. After going through both types of protection, he will combine them and describe how he uses them in tandem to create a nearly insurmountable wall using a special design where the Domestic Asset Protection Trust is combined with two LLCs. This structure should frustrate the creditor to the point where the creditor is almost forced to settle for pennies on the dollar. Attendees will learn:
Featured Speaker:
Steve has been featured and/or quoted in many media publications including, among others, The Wall Street Journal, Forbes, Bloomberg, Financial Times, Kiplinger's, Registered Rep, Private Wealth, The Trust Advisor, Investment News and Lawyers Weekly USA. He has authored numerous estate planning and asset protection articles in magazines such as Estate Planning, Trusts & Estates, Probate & Property, Journal of Financial Service Professionals, The Monthly Digest of Tax Articles, CCH Estate Planning Review, Asset Protection Journal, Tax Management Estates, Gifts and Trusts Journal, as well as others. He is also a frequent lecturer nationally on advanced estate planning and asset protection techniques, including lecturing at the Heckerling Institute on Estate Planning. |
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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."
Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012
Steven J. Oshins is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is rated AV by the Martindale-Hubbell Law Directory and is listed in The Best Lawyers in America®. He was voted into the NAEPC Estate Planning Hall of Fame® and will be inducted in 2011. He has been named one of the Top 100 Attorneys in Worth and received the highest ratings from numerous other professional publications.
