Asset Protection 101

Scheduled For: 7/11/2008

Brochure and registration details at the NBI Web site.  

For: Attorneys; Financial Planners; Accountants; Trustees; Paralegals; Legal Assistants

Qualifies for Continuing Education: Financial Planners, CLE, IACET, ICB, NASBA, PACE

Some of the things you will learn:

  • How to custom-tailor the asset protection vehicles to best fit the clients’ goals.
  • Get your clients the most favorable taxation by learning how to classify their assets.
  • Know when to draw the line: decide when it is appropriate to withdraw legal representation.
  • Explore available options for protecting real property in order to custom-tailor your approach to the client’s situation.

Richmond — July 11
Crowne Plaza Richmond
555 E. Canal Street, Richmond VA 23219

Faculty: C. Thomas Ebel; Kevin A. Lake; Paula Steinhilber Beran; Lynn Lewis Tavenner