The Presentation will highlight the elements involved in setting up and operating an Estate and Business Planning Law Practice. The first phase of the Presentation will review some of the basic elements of an Estate Planning practice. Next, the Presentation will focus on the structure of a small law firm practice and what is involved in operating and maintaining a small law firm as a business. A brief review of a law firm business plan will be discussed. Finally, Mr. Matsen will describe his own practice and how it has grown into a national presence.

An Attorney’s Guide to Asset Protection $209.00

$199 Each Additional

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Includes Downloadable Course Book

Program Description

Stay on Top of the Latest Asset Protection Strategies

Your clients rely on your knowledge of asset protection practices to assist them in achieving their financial goals. Do you have the knowledge and skills necessary to steer your clients in the right direction? Join us for a concentrated examination of proven asset protection strategies that will positively impact your clients’ wealth and your practice! Register today!

• Keep wealth intact with a complete understanding of the ins and outs of asset protection planning.
• Don’t unknowingly risk your legal license! Gain an in-depth understanding of the Uniform Fraudulent Transfer Act.
• Confidently design the best asset protection plans to exceed client expectations.
• Properly structure and fund FLPs and LLCs that shelter wealth and ensure compliance.
• Learn to use domestic and foreign trusts to maximize your clients’ asset-protection potential.
• Gain valuable insight into designing an asset protection plan through a practical case study.

Who Should Attend
This legal briefing will provide attorneys with a clearer understanding of various asset protection methods and techniques. It will also benefit financial advisors, accountants and CPAs, and presidents and vice presidents.

Course Content

1. What is Asset Protection Planning: The Ins and Outs
2. Limitations and Exemption
3. Business Entity Protection
4. Domestic Asset Protection Trusts (“DAPTs”)
5. Foreign Asset Protection Trusts (“FAPTs”)
6. Putting the Plan Together: A Case Study

Continuing Education Credits

On Friday, October 21st, in San Francisco, and, Friday, December 9th, in Los Angeles, Mr. Matsen will be on the faculty of an all day Continuing Education program sponsored by the California Bar on Asset Protection Planning.

What: "Asset Protection Strategies: The Law and the Implementation" Seminar
When: January 12, 2012
Where: Santa Monica, CA

Never before have there been so many choices when it comes to asset protection for your wealthy clients. Although there are myriad options, knowing how to advise your clients properly requires an in-depth understanding of all the alternatives. Your clients rely on you to steer them in the right direction when it comes to shielding their assets. Make sure you know the wealth management techniques that will best fortify their capital, property and possessions.

By joining us at this crucial seminar, you’ll be able to create strategic and tactical plans that will help clients achieve their financial goals. Along with your fellow attendees, you’ll explore some of the deeper facets of domestic trusts so you can mine their true potential as planning tools. Get insider’s tips on using international asset protection trusts – properly and effectively – to retain wealth. Build airtight business entities that can preserve your clients’ wealth. Adhere to crucial accounting compliance issues to keep all your asset plans beyond reproach. Your clients deserve the best strategies out there. Make sure you can deliver. Confidently build sophisticated strategies for wealth preservation

• Understand, explain and utilize domestic trusts as asset protection options
• Determine when and why to go offshore with international trusts and international business entities
• Become aware of and utilize re-titling of assets and marital property planning
• Learn about inside and outside debts and how you can explain this concept to your clients
• Find out what a "Changing Order" really is
• Understand and explain the modular structure utilizing asset protection trusts and LLCs

Want to promote your company by becoming a Sponsor of this seminar? Call The Seminar Group at 800-574-4852 for more information.

Credits:
CA CLE – 6.75 General CLE Credits
CFP – 8.0 Hours
CPE – May Qualify for Credits
Guardianship – 6.75 CUEs

If you need credits for your state, please call us so we may assist you.

To view the full agenda, which includes registration information and pricing, go to the link below.
To register over the phone, or if you have any questions please call us at 800-574-4852.

View Agenda, Faculty, and Pricing or Register Now

Thanks, hope to see you there,

The Seminar Group
P.O. Box 523
Vashon, WA 98070

Society of Financial Services Professionals Orange County Chapter

15 Hottest Estate Planning Ideas For 2012

Jeffrey R. Matsen, Esq., Wealth Strategies Counsel
Wednesday, February 8, 2012
8:00am – 9:30am
The Center Club: 650 Town Center Drive Costa Mesa, CA 92626

The mission of The Orange County Chapter of FSP is to provide quality educational and networking opportunities to their members and guests. Questions: contact Louis Gardner, Chapter President, 877-930-1100 or louise@gardnerbrownassociates.com ; http://www.financialpro.org

The Society of Financial Professionals mission is to advance the professionalism of credentialed members in diverse disciplines so that they may better serve their clients’ financial needs. FSP members have earned recognized professional credentials in the financial service profession.