Why You Must Discuss Asset Protection With Every Client, And What You Should Say

Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Gideon Rothschild, JD CPA
Moses & Singer LLP
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 626859195

With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their clients.

If you're giving advice on wealth management, integrating strategies to protect a client's earnings, bequests, and other assets from lawsuits, divorce, family discord, business disputes and other claims is a matter of prudence, and can make a huge difference in a client's financial life.

Beyond self-settled trusts, new state laws now enable new asset protection techniques, including the use of inter vivos QTIP, non-reciprocal reciprocal, and third-party discretionary trusts. At this session, Gideon Rothschild, a leading educator of legal, tax and financial planning professionals for over three decades, will talk about:

Why planners need to discuss asset protection with every client
How to protect inheritances from divorce and creditors
Maximizing protection for IRAs
When to use self-settled trusts
Is it better to go offshore?

Gideon Rothschild is a partner with the New York City law firm of Moses & Singer LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts. Mr. Rothschild is a past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers. He is a past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP) and a vice-chair of its US region.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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(Updated: July 26, 2017)
Rating 
 
5.0

Excellent, great topic and very well communicated solutions.
Thank you!!

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(Updated: July 26, 2017)
Rating 
 
5.0

Only gave my pal Gideon a "4" on learning objectives, because he never got around (at least forthrightly) to the "What Should You Say" portion of asset protection. After all, if you have any smarts at all, what you should say is simply "talk to this guy named Gideon"

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(Updated: July 26, 2017)
Rating 
 
5.0

Excellent. Best so far!

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(Updated: July 26, 2017)
Rating 
 
5.0

Good content

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(Updated: July 26, 2017)
Rating 
 
5.0

A little too much at once. Felt like I was drinking from a fire hose.

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