Many seasoned real estate investors and entrepreneurs know how to make money, but are novices when it comes to protecting their wealth from unfounded claims, unnecessary expenses, and taxes. If you worry about unscrupulous creditors, bogus lawsuits, or insuring that your family will always keep the family home, then this retreat is for you.
You’ll gain a new perspective on how to protect your wealth by arranging your affairs to legitimately minimize taxes and risk of loss. And you’ll get a one-on-one consultation with your Certified Instructor to make sure you understand how these strategies can be applied to you. Together with fellow students and your Certified Instructor, you'll cover a lot of ground in three days. By the end of the program, you'll know how to:
• Assess your risk and vulnerability
• Select a business entity to protect your assets
• Use trusts to shield assets from creditors
• Minimize erosion of your wealth from taxes
You’ll enjoy personalized instruction in a small group setting and have the opportunity to meet with your instructor for a one-on-one consultation about how these strategies can help you to achieve your goals. There will be breakout sessions to provide plenty of time for informal learning and networking.
• Welcome/Introduction
• What the Wealthy Know About
• Risk Management, Assessment of Risk, and Vulnerability
• Integrated Planning
• Asset Protection Tools
• How to Use Entity Planning
• Asset Protection Pyramid
• Using Revocable Live Trusts
• Understanding Creditor Remedies
• Case Studies and Open Discussion
• Using Trusts for Asset Protection
• Role of Tax Free Life Insurance Trusts
• How Multi-generational Dynasty Trusts Help
• Legal Issues in Connection with Trust Distributions
• Selecting a Pro-Protection Jurisdiction
• Selecting a Pro-Protection Jurisdiction
• Understanding Legacy Planning
• How to Build Safety into Retirement Planning
• Ways to Lower Your Risk Profile
• Using Self-Directed IRAs to Increase Wealth
• Creating an Integrated Personal Strategic Plan
• Open Floor Discussion of Case Studies
• Understanding Integrated Asset Protection Vehicles
• Role of Offshore Trusts
• Role of State Laws and Constitutional Issues
• Availability of Tax Free Loans from Trusts
Call today to enquire about our services: 877-376-1922. Monday - Friday 10AM -6 PM EST
