Gain knowledge on building estate planning documents for clients while maintaining the proper protection needed.
Many business advisors have assisted their clients with forming business entities, preparing other asset protection services, and even recommending or preparing estate planning documents, but have failed to adequately protect the client and his or her family from potential disaster. The most common practices often fall short of giving the client the perceived protections. This topic helps the persons responsible for asset protection planning to understand how first to identify which assets need to be protected and then how to recommend solutions that will actually provide protection from creditors. The content also explains the various methods available to protect a client's business and personal assets and how to best recommend passing those assets upon the client's death in a manner that provides the most asset protection for the beneficiaries. This information is critical for practitioners who regularly advise business clients as well as those who provide advice to clients with large amounts of non-exempt assets.
Agenda
Faculty
Alan L. Stroud, J.D., CPA
Beck & Associates, PLLC
- Partner in the office of Beck & Associates, PLLC
- Practice emphasizes all aspects of estate planning and probate, asset protection planning and business planning
- Conducts regular seminars and workshops on numerous topics relating to estate planning and probate
- Membership/Certification information: State Bar of Texas; Board Certified Estate Planning and Probate by the Texas Board of Legal Specialization; Certified Public Accountant (Texas)
- LL.M. degree, New York University School of Law; J.D. degree, University of Tulsa College of Law; B.A. degree, University of Texas at Arlington; B.B.A. degree in accounting, University of Texas at Arlington
- Can be contacted at [email protected] or 281-440-4777
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