Understand specific asset protection planning strategies for your clients in California.
Asset Protection Planning has become a major concern for professionals, business owners, real estate investors and other persons of high net worth. Expanding theories of liability by the courts have created a proliferation of litigation and claim assertion that is now of major and critical importance to clients with property and business concerns. Lawyers may now have a duty to take into account Asset Protection Planning in advising clients with respect to estate and business planning matters. This live webinar will help you to understand how to focus in on the Asset Protection Planning objectives of your client. It will provide several ideas and specific explanations related to California strategic planning, setting up and implementing business and real estate structures and utilizing trusts.
Agenda
Faculty
Jennifer Wilson
Bohm Wildish & Matsen, LLP
- Associate attorney with Bohm Wildish & Matsen, LLP since 2009
- Practice areas include estate planning, business formation, asset protection and trust administration
- Has a passion for counseling clients in achieving their estate planning and business goals, and has created hundreds of trusts and business entities for her clients all over the world
- Has presented numerous seminars on different aspects of estate planning and asset protection
- Chair of the Orange County Chapter of the J. Reuben Clark Law Society and of the international Women in Law Committee of the JRCLS
- Board member of Rising Star Outreach, a nonprofit organization dedicated to eradicating the effects of leprosy in India, and a member of the Ocean Institute Professional Advisory Council
- An active member of the Trusts & Estates and Elder Law sections of the Orange County Bar Association, and also spends time volunteering in various legal endeavors dedicating to improving the circumstances of the underprivileged
- J.D. degree, cum laude, Brigham Young University’s J. Reuben Clark Law School
Ben Schwefel
Bohm Wildish & Matsen, LLP
- Associate attorney with Bohm Wildish & Matsen, LLP
- Practice focuses on estate planning and assisting business owners and high net worth individuals to protect their assets, decrease their tax liabilities, and plan for future generations
- Represents fiduciaries in complex probate, trust administration, and trust litigation matters
- An active member of the Trust & Estates Section of the Orange County Bar Association, the Orange County Chapter of the USD Law Alumni Association, and The Elite OC – Young Professionals Giving Back
- During law school, he received the Albert and Mae Lee Memorial Scholarship, recognizing strong scholastic ability and outstanding moral character; served as the comments editor for the San Diego Journal of Climate & Energy Law; and wrote a student comment selected for publication , 6 San Diego J. Climate & Energy L. 247 (2015)
- J.D. degree, University of San Diego School of Law; undergraduate degree, University of California, San Diego
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