NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Asset Protection Strategies

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Online Registration Form

Date: August 07, 2018
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
It has become exceedingly difficult for business people, professionals, and other individuals to conduct their affairs without exposure to the hazards of litigation and creditors. There are many methods by which individuals with significant assets at risk can legitimately protect their personal net worth. This course is designed to provide the participant an understanding of the techniques employed in protecting assets.
Objectives
Recognize methods used to protect and preserve a client's wealth during the client's lifetime.
Highlights
* Introduction to asset protection planning * Non-grantor irrevocable trusts * Domestic asset protection trusts * Foreign trusts * Pension plans and IRAs * Family partnerships * Dynasty trusts * Private annuities and self-canceling installment notes
Who Should Attend
CPAs, EAs, attorneys, and financial planners

Course Level Basic
Prerequisites CPAs, EAs, attorneys, and financial planners
Course IDAPSX
Discussion LeaderArthur Werner, Werner Rocca
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $250 - Society Member
$280 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731