Study Group—The Battle of the Jurisdictions: Asset Protection Planning in the U.S. and Beyond

Saturday, March 09, 2013

Presenters: Alexander A. Bove Jr., Esq., Steve Sokić, CMA, CFP®, TEP, Jay D. Adkisson, Esq., Steven J. Oshins, Esq., AEP (Distinguished), Stephen E. Greer, Esq., Cabot C. Christianson, Esq., Mark Merric, JD, CPA, CIA, CMA MT, and Jeffrey R. Matsen, Esq.

Download Agenda
Saturday: 8:00 a.m. - 5:00 p.m.

About the program:
In conjunction with the release of the WealthDocx asset protection enhancement, this study group pulls together the top minds in asset protection planning from across the country.  The focus is to learn the pros and cons of Domestic Asset Protection Trusts (DAPT) in the leading states - Delaware, South Dakota, Alaska, and Nevada.  Recent developments in domestic and foreign asset protection will be analyzed thoroughly.  The number of participants is limited to allow the maximum opportunity for questions and answers with our experts on how to profitably incorporate asset protection planning into your practices. 
 
You Will Learn:
  • How to incorporate high-end asset protection planning into your practices
  • How the WealthDocx enhancements can help with this transition
  • Whether an asset protection solution is right for your clients
  • Which state - Delaware, South Dakota, Alaska, or Nevada - best meets your clients’ needs
  • The pros and cons of using foreign asset protection trusts
  • How to make asset protection services a staple in your estate planning practices
Who Should Attend?
  • Experienced  asset protection attorneys who want to converse in an informal environment with the leading practitioners in the asset protection field 
  • Established attorneys who aspire to make asset protection a larger part of their practices
  • The ideal attendee will have at least an intermediate understanding of asset protection theory essential elements involved in drafting estate plans and ancillary documents.
CE Information: 
Pending 7.0 CLE in AK, AR, AZ, CA, GA, NJ, NC, NV, NY, TX
CPE approved

Location: 
Renaissance Las Vegas
3400 Paradise Road
Las Vegas, Nevada 89169
Room rate: $139
Call 800-750-0980 for reservations
Please ask for the "Las Vegas Boot Camp" room block.
Cutoff date Friday, February 8, 2013

Secondary Accommodations: 
Trump International Hotel
2000 Fashion Show Drive 
Las Vegas, Nevada 89109
Room rate: $109 Per Night (No Resort Fee)
Call (866) 939-8786 for reservations
Ask for the WealthCounsel Las Vegas room block.
Cutoff Date: Monday, February 18, 2013


Discount pricing available for attending Business Planning Boot Camp and Study Group—The Battle of the Jurisdictions events taking place in Vegas the week of March 4, 2013. 
Member Combo Price: $1,595
Non-member Combo Price: $1,995
Email registration@wealthcounsel.com or call 888-659-4069, x842 to learn how to register.