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Live Webinar

90-minute live streaming program
  • January 23
  • 1:00 - 2:30 pm EST

Illinois Asset Protection Planning

January 23

Gain a better understanding of Illinois Asset Protection Planning to better advise your clients.

Many practitioners are approached by their clients to assist them in protecting their assets. We will discuss not only the methodologies of various types of planning but also the timing of when such structure or structures is allowable. Asset Protection is in today's litigious society. It is an essential element of planning for high net worth clients, not only in their business and personal affairs but to also protect their assets to make certain they have an estate to leave to their beneficiaries. Asset Protection Planning becomes more of a necessity for a practitioner that represents clients in business, not only relative to net worth but also to such areas with a higher probability of risk and litigation. Will the structures you recommend and create be upheld upon a challenge? This topic will assist you in recognizing not only the forms of Asset Protection Planning, but also the viability and pitfalls before you advise your clients.

Learning Objectives

- You will be able to describe trusts in asset protection planning.

- You will be able to identify what types of asset protection are available.

- You will be able to discuss if asset protecting planning is effective.

- You will be able to review what Illinois statues exist to provide asset protection.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is Asset Protection Planning?

Why Use Asset Protection and Plan for It?

Is Asset Protection Planning Effective?

What Types of Asset Protection Planning Is Available?

What Illinois Statutes Exist to Provide Asset Protection?

What Federal Asset Protection Exists?

Trusts in Asset Protection Planning

Limitations on Creditor Attacks on Specific Structures

Combining Asset Protection Methods

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of estate planning. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Richard M. Colombik, J.D., C.P.A.

Tax Law Solutions

  • Tax Law Solutions, LLC
  • Practice emphasizes income taxation planning and defense, asset protection, business entity structure and estate planning
  • Conducts regular seminars and workshops on income taxation, asset protection, captive insurance and business entities
  • Author of more than 100 publications related to the areas of asset protection, income tax planning, estate planning, captive insurance companies and estate planning
  • J.D. degree, distinction, John Marshall Law School; B.S. degree in business, University of Colorado
  • Can be contacted at 630-250-5700 or rcolombik@taxlawsolutions.net
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401485
Published 2018
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