Asset Protection Planning (536)

General Description:

This course will provide participants with a broad understanding of legal techniques and applicable statutory and common law used to protect assets of individuals and business entities from creditors and civil money judgments.

Learning Objectives:

After completing this course the participant will be able to:

• Analyze the different general types of asset protection available including state statutory, domestic, and foreign.
• Explain fraudulent conveyance and how to avoid failures inside an asset protection plan.
• Identify when and how an asset protection plan should be utilized.
• Describe the various specific entities used for asset protection and the unique qualities and requirements of each.

Instructors:

Janine A. Guillen is a principal in her trusts and estates firm in Lone Tree, Colorado. Licensed in Colorado and New York, her practice focuses on generational wealth transfer planning and asset protection. She has taught for AES and CPE4U for more than five years and guest lectured at the University of Denver Sturm College of Law. Previously she was a partner in two law firms, one of which was nationally recognized in tax controversy work.

Related Courses: