Asset Protection Strategies: Best Practices and Traps for the Unwary


On September 24, 2014, Speakers Kathleen W. Bilderback and Tal Sant discussed the wide variety of asset protection strategies that can be used by business owners, physicians, attorneys, accountants and financial services professionals to help them protect their assets from creditor claims. They reviewed strategies from the simple to the complex and discussed potential traps, including fraudulent transfers, to enable attendees to confidently discuss asset protection with their clients as well as consider improvements to their own plans.