Understanding and implementing asset protection strategies to safeguard wealth, mitigate risks, and ensure long-term financial security.
This course delves into the essential aspects of asset protection in today's complex legal environment. Participants will learn about the different strategies used to protect assets, the legal distinctions between asset protection and estate planning, and the critical role of trusts.
The course will cover practical applications, including avoiding fraudulent transfers, designing asset protection plans, and integrating estate planning with asset protection.
Through case studies and expert insights, this course equips professionals with the tools and knowledge to effectively protect assets for their clients or their personal wealth.
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Consultant with vast understanding and knowledge of the built environment and the Infrastructure realm, within London and the South. I focus on helping Civil Engineering Consultancies grow their business together by attracting and assessing highly sought-after talent which we engage through the power of direct video marketing and social content.
Senior Counsel at Greenspoon Marder LLP
Eric Kaplan is a senior counsel in the International Wealth and Asset Planning group at Greenspoon Marder LLP. He focuses his practice on estate planning, asset protection, and taxation. With nearly two decades of experience, Mr. Kaplan specializes in comprehensive estate planning, domestic and offshore asset protection. He has extensively written and been published in the fields of estate planning and asset protection. He contributed to the third edition of the "Asset Protection Planning Guide," published in 2014 by CCH Incorporated, and had a significant role in the second edition in 2005. His other works appear in "Estate Planning, Insights and Strategies," "Journal of Practical Estate Planning," "Journal of Financial Planning," and "Journal of International Taxation." Mr. Kaplan received a Bachelor of Arts in United States History in 1995 from the State University of New York at Albany and a Juris Doctor in 1998 from Quinnipiac University School of Law before moving to Colorado to practice. He is a member of the Colorado Bar Association. Education: J.D., Quinnipiac University School of Law, 1998 B.A., United States History, State University of New York at Albany, 1995
Partner and Co-Chair of the International Wealth and Asset Planning Group at Greenspoon Marder LLP
Edward D. Brown is a partner and Co-Chair of the International Wealth and Asset Planning Group at Greenspoon Marder. Mr. Brown has more than twenty-five years of experience in the areas of comprehensive estate planning, asset protection, and taxation. He spent twenty years, thirteen as a shareholder, with Engel & Reiman PC, focusing almost exclusively on trust planning. This includes crafting, amending, interpreting, analyzing, and consulting with regard to the operations of many trusts, whether domiciled in the Cook Islands, Nevis, Isle of Man, or domestically in states like Nevada. Mr. Brown co-authored various editions of the "Asset Protection Planning Guide," a Wolters Kluwer, CCH publication, with Barry Engel. He focuses his practice on designing trusts that are customized to the clients’ goals of protecting assets for their family and adding flexibility in their comprehensive estate plans to maximize options amid changing circumstances and evolving laws. Mr. Brown is an AV-rated attorney who frequently speaks to professional organizations on a wide range of legal subjects, including complex estate planning, asset protection, and related matters. He is regularly invited to speak throughout the country. Bar Admissions: Colorado Education: L.L.M., Taxation, University of Denver, 1986 J.D., University of Denver, 1984 B.A., Finance and Accounting, West Virginia University, cum laude, 1981
