Asset Protection Planning

Estate & Asset Protection Planning Karen Brady & Associates, P.C. Attorneys at Law © Karen Brady, 2005

Definition of Asset Protection ,[object Object],[object Object]

Reasons to Protect Assets ,[object Object],[object Object],[object Object],[object Object],[object Object]

What Asset Protection Is Not ,[object Object],[object Object]

Title to Assets ,[object Object]

Community Property ,[object Object],[object Object],[object Object],[object Object]

Separate Property ,[object Object],[object Object],[object Object]

Joint Tenancy ,[object Object],“ Last One Left Standing Rule”: Survivor Owns It All!

Creditor Rights ,[object Object],[object Object],[object Object]

Creditor Rights (cont.) ,[object Object],[object Object]

Types of Claims ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Attempts to Avoid Creditor Claims ,[object Object],[object Object],[object Object],[object Object],[object Object]

Fraudulent Transfers ,[object Object],[object Object],[object Object],[object Object]

Fraudulent Conveyance ,[object Object],[object Object]

Another Threat ,[object Object]

Asset Protection Techniques ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

First Defender ,[object Object]

Strengths and Weaknesses ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strengths Weaknesses

First Barrier ,[object Object],[object Object]

Corporate Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

LLC Features ,[object Object],[object Object],[object Object],[object Object]

Second Defender ,[object Object]

Homestead ,[object Object],[object Object],[object Object]

Insurance ,[object Object],[object Object],[object Object]

Retirement Plans ,[object Object]

529 Plans ,[object Object],[object Object],[object Object],[object Object],[object Object]

Other Exemptions in Colorado ,[object Object],[object Object],[object Object],[object Object]

Second Barrier ,[object Object]

RLT Asset Protection Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Asset Protection Features (Cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Third Defender ,[object Object]

Partitioning Property ,[object Object],[object Object],[object Object]

Example ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Third Barrier ,[object Object]

FLP Features ,[object Object],[object Object],[object Object],[object Object],[object Object]

FLP Features (Cont.) ,[object Object],[object Object],[object Object],[object Object]

Claims vs. Partnership ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Claims vs. Individual Partner ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Creditor Nightmare ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

FLPs Leverage Gifts ,[object Object],[object Object],[object Object]

FLP Discounts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

FLP Summary ,[object Object],[object Object],[object Object],[object Object]

Common FLP Structure FLP ,[object Object],[object Object],Husband RLT Child Trust Wife RLT General Partner Limited Partners

Irrevocable Trust Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Special Irrevocable Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Fifth Barrier ,[object Object]

Concept ,[object Object],[object Object],[object Object],[object Object],[object Object]

APT Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

APT Planning (cont.) ,[object Object],[object Object],[object Object],[object Object]

Domestic Jurisdiction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Offshore Jurisdictions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

New 2005 Act Restrictions ,[object Object],[object Object],[object Object],[object Object],[object Object]

Some debts not dischargeable in bankruptcy ,[object Object]

Leon Cutter, M.D., F.A.C.S. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Cutter Family Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Before Planning Your Entire Estate is at Risk!

After Planning Your Estate has Defenses!

Keys to a Successful Plan ,[object Object],[object Object],[object Object]

Thank You for Attending ,[object Object]

Asset Protection Planning

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Asset Protection Planning