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Asset Protection Planning Part I By:   Roccy DeFrancesco, JD, CWPP, CAPP, MMB Founder:  The Wealth Preservation Institute Co-Founder:  The Asset Protection Society
Is your asset protection plan put together? Most people only have a  few pieces  of their asset protection puzzle put together.
Don’t Put all of your  Eggs in One Basket ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Personal Protection Tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Asset Protection Planning? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is good asset protection planning? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who needs asset protection? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reasons non-professionals need asset protection ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Keys to asset protection planning ,[object Object],[object Object],[object Object],[object Object]
Other Keys to asset protection planning ,[object Object],[object Object]
What assets should be protected? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Homestead Exemption (HE) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Life Insurance as an asset protection Tool ,[object Object],[object Object],[object Object],[object Object],[object Object]
Annuities ,[object Object],[object Object],[object Object],[object Object]
Fraudulent Transfers ,[object Object]
Actual Fraud ,[object Object],[object Object],[object Object]
Constructive Fraud ,[object Object],[object Object],[object Object]
Defenses to Fraud ,[object Object],[object Object],[object Object],[object Object],[object Object]
Retirement Plans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Non-ERISA Qualified Plans ,[object Object],[object Object]
IRAs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Protecting IRA assets in a state that does not have favorable laws ,[object Object],[object Object],[object Object],[object Object],[object Object]
IRA protection schematic 1.5 million- dollar IRA Newly formed FLP C.V. Life Insurance  Brokerage Account New  FLP With :  Cash Value Life Insurance, Brokerage Account With : A new Employee AND newly created Profit Sharing Plan (PSP) Transfer Newly formed FLP  PSP Transfer
Summary of AP Part I ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
There is only one way to help you reach  your goal to become asset protected.

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Asset protection part i

  • 1. Asset Protection Planning Part I By: Roccy DeFrancesco, JD, CWPP, CAPP, MMB Founder: The Wealth Preservation Institute Co-Founder: The Asset Protection Society
  • 2. Is your asset protection plan put together? Most people only have a few pieces of their asset protection puzzle put together.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. IRA protection schematic 1.5 million- dollar IRA Newly formed FLP C.V. Life Insurance Brokerage Account New FLP With : Cash Value Life Insurance, Brokerage Account With : A new Employee AND newly created Profit Sharing Plan (PSP) Transfer Newly formed FLP PSP Transfer
  • 24.
  • 25. There is only one way to help you reach your goal to become asset protected.