Legitimate and Effective Asset Protection Planning 2022 | NAEPC | 25 October 2022 | Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
Venue
Minnehaha Country Club
Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
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| Event Date | Tue Oct 25 EDT (about 2 years ago) |
| Location |
Minnehaha Country Club
3101 W 22nd St, Sioux Falls, SD 57104, USA |
| Region | Americas |
Details
Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation.
Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:
• Avoiding Fraudulent or Voidable Transfers
• Using Tenancy by the Entireties Form of Ownership
• Protected Status of Qualified Retirement Plans, IRAs and Life Insurance
• Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts
Speakers
2022 Speaker
Cannon Teleconference
Sponsors & Partners
2022 Sponsors
PREMIER SPONSORS:
• Sioux Falls Area Community Foundation
• First National Wealth Management
• Dorsey & Whitney Trust Company
PATRON SPONSORS:
• SDTC
• First Dakota Wealth & Trust
• First Premier Bank
• Ballard Spahr LLP
• Woods Fuller
• Eide Bailly
SPONSORS:
• Principal SM