Webinar: Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers

Jun 22, 2017 02:00pm -
Jun 22, 2017 03:00pm

Event Description



The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers and Other Professionals


Presented by:

Martin M. Shenkman, Esq.

and Alan S. Gassman, Esq.

Program Description and Learning Objectives

Asset protection planning is appropriate for every client, not only the wealthy surgeon or wealthy business owner creating an asset protection trust (APT). With the declining relevance of estate tax planning, and the possible repeal of the federal estate tax, estate planning is being transformed. Maximizing income tax basis on death will only hold modest allure for most clients. However, asset protection planning, is relevant to every client. The construct of an asset protection planning continuum will help estate planners of all disciplines who are not specialized in asset protection planning, and clients, view the process as a progression from simpler less costly steps to more-costly and complex steps. Planning should thus start with the basic levels and proceed upward to the degree appropriate for the particular client and his or her circumstances and budget. Thus every client should have asset protection planning done, the only question is how much. Asset protection planning steps range along a wide continuum that start with many simple and low cost steps (e.g. proper title to assets), more complex steps that require some cost (e.g., creating various LLCs or other entities), to more complex and costlier steps (e.g., common irrevocable trusts), to the most involved planning including asset protection trusts. This practical "how-to" webinar will provide an overview of the asset protection continuum. This webinar is designed for estate planners, as well as general practice attorneys, CPAs, insurance consultants, and wealth advisers, who are not asset protection specialists.


Date & Time                                                                    

Thursday, June 22, 2017                                                                

2:00 p.m. - 3:00 p.m. Eastern/ 11:00 a.m. - 12:00 p.m. Pacific


NASBA approved for 1.0 CPE credit in Business Law; 1.0 (M)CLE credit*



Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 


Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received by June 15, 2017 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies please contact our office at 888-ATTY-CPA ext. 2.


About the Presenters

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. His practice concentrates on estate and tax planning, planning for closely held businesses, estate administration. A widely quoted expert on tax matters, Mr. Shenkman is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous public and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN, and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network. Full biography available by clicking here.


Alan S. Gassman, J.D., LL.M.is a board certified wills, trusts, and estates lawyer who has practiced with Gassman, Crotty & Denicolo, P.A. since 1987. He represents physicians, medical practices, business entities, and high net worth families in estate and tax planning, business matters, general representation, and management of complex legal issues. He has authored many books and articles on creditor protection, estate planning, and related topics.  He serves as moderator and presenter for two Bloomberg BNA national webinar series and has co-chaired two annual Florida Bar physician and wealth protection conferences for over 15 years. Mr. Gassman holds a J.D. and an LL.M in taxation from the University of Florida and has maintained an AV rating from the Martindale-Hubbell directory for over 20 years. Full biography available by clicking here.

Delivery Method: Group-Live; Program Level: Overview; Prerequisites: None; Advanced Preparation: None; Who Should Attend? Attorneys, CPAs, Business Professionals

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.nasbaregistry.org

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. 




Event Type:Study Group
Early registration ends on Apr 03, 2017.
Regular registration starts on Apr 04, 2017 and ends on Jun 21, 2017.
Late registration starts on Jun 22, 2017.