Tuesday, 19 January 2021 00:00
Gary presents two seminars, "How Asset Protection Plans Fail" and "You May Transfer Assets Freely (But Not Really)" for the New York State Society of CPAs (NYSSCPA) via Live National Webinar
How Asset Protection Plans Fail
This seminar focuses on the practical aspects of the law of asset protection. Through real world examples, attendees learn why relying exclusively on “Asset Protection” may be a mistake. Attendees further discover why the most effective personal asset preservation tools are implemented as part of a comprehensive personal plan that demonstrates intent beyond creditor protection. Finally, the seminar provides simple, yet key insights into the practical considerations that can influence the effectiveness of protective planning.
You May Transfer Assets Freely (But Not Really)
In this seminar, attendees learn why debtors may move assets freely prior to a judgment being entered. Certain late transfers may be unwound and even get debtors (and their advisors) into trouble. Attendees will learn how best to avoid fraudulent transfers and to implement effective planning.
Tuesday, January 19th @ 9 AM ET
Register for this LIVE (no cost) seminar.
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Thursday, 10 December 2020 00:00
Thom kicks off the FICPA's Federal Tax Conference with a discussion on the SECURE Act in his seminar, "Did your IRA Planning Survive the 2019 SECURE Act?" via Live Video Broadcast
Did your IRA Planning Survive the 2019 SECURE Act?
Learn about IRA distribution rule changes affecting both owners and named beneficiaries. Actionable measures for salvaging a stretch-out for beneficiaries in light of the new 10-year limit are also discussed.
Thursday, December 10th @ 8 AM ET
Visit the FICPA website for more info.
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Friday, 04 December 2020 00:00
Gary discusses the protective advantages offered by the modern LLC over other business entities in his latest seminar, "LLC Structuring" via Live National Webinar
LLC Structuring
Learn about initial considerations for entity formation, choosing jurisdictions, and choice of governing law. Offshore asset protection options are also discussed.
Friday, December 4th @ 12 Noon ET
Register for this (no cost) live seminar.
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Friday, 30 October 2020 00:00
Gary presents for the FICPA's Florida Fall University Conference, his seminar, "Hottest Tools and Techniques for the Protection of Assets" via Live National Webinar
Hottest Tools and Techniques for the Protection of Assets
Learn about the latest in domestic and foreign asset protection trusts and LLCs offered world-wide. Attendees also learn techniques for strategic structuring by choosing the most protective entities. The discussion includes the considerations for entity formation, choosing jurisdictions, choice of governing law and common misconceptions.
Friday, October 30th @ 10:45 AM ET
Visit the FICPA website for more information.
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Thursday, 08 October 2020 00:00
Teresa explains the latest in financial scams affecting older Floridians via National Video Broadcast
Legal Alert: Senior Citizen Scams (October 2020)
Attorney Teresa N. Phillips discusses the latest senior scam alert.
Check out Teresa's short video message. A few short minutes could save you a world of grief.
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Tuesday, 13 October 2020 00:00
Teresa continues our series on Protecting Senior Citizens from Financial Exploitation Scams with her newest seminar, "New Florida Laws and Trends related to Elderly Exploitation" via Live Webinar
Protecting Senior Citizens from Financial Exploitation Scams: New Florida Laws and Trends related to Elderly Exploitation
In this next segment of our series on elderly financial exploitation, we will take a closer look at the newest laws related to elderly exploitation and abuse, many of which just took effect on July 1, 2020 and look at both statewide and national trends in this area of law.
Tuesday, October 13th @ 12 Noon ET
Register for this (no cost) live seminar.
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Wednesday, 07 October 2020 00:00
Kathryn and Skip present on the fiduciary duties of LLC managers and members in their latest seminar, "The Contractual Waiver of Fiduciary Duties in LLC Operating Agreements" via Live Webinar
The Contractual Waiver of Fiduciary Duties in LLC Operating Agreements
Learn about fiduciary duties of LLC managers and members under the Florida statutes and the extent to which such duties may be waived or modified in an LLC Operating Agreement. Attendees will also learn about the contractual waiver or modification of fiduciary duties in the litigation context, including trends in enforceability.
Wednesday, October 7th @ 12 Noon ET
Register for this (no cost) live seminar.
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Thursday, 01 October 2020 00:00
Gary presents two of his most popular seminars, "Asset Protection Update" and "Domestic and Off-Shore Trusts and LLCs" for the FICPA Polk County Chapter at the Lakeland County Club in Lakeland
Asset Protection Update and Domestic and Off-Shore Trusts and LLCs
Earn 2 CPE credits in Technical Business
Gary Forster is the managing partner and co-founder of ForsterBoughman. His practice includes domestic and international corporate, asset protection, tax and estate planning law. Gary handles a variety of corporate and personal planning matters.
Thursday, October 1st @ 4:30 PM ET
Visit the FICPA website for more information.
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Wednesday, 23 September 2020 00:00
Teresa continues our series on Protecting Senior Citizens from Financial Exploitation Scams with her latest seminar, "What Legal Protections Do You Have?" via Live National Webinar
Protecting Senior Citizens from Financial Exploitation Scams: What Legal Protections Do You Have?
In this next segment of our seminar series on the financial exploitation of older Floridians, Teresa explains the legal rights individuals have against a dishonest trusted advisor, such as a bank, financial advisor, professional advisor, professional caregiver or other fiduciary. Learn about the limits of professional obligations to detect or report suspected financial abuse. Common warning signs to aware of to avoid being a victim are also discussed.
Wednesday, September 23rd @ 12 Noon ET
Register for this (no cost) live seminar.
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Friday, 18 September 2020 00:00
Thom presents for the National Business Institute and discusses the opportunities and issues recent changes have brought to estate planning, in his seminar, "Asset Valuations after COVID-19" via Live Video Broadcast
Asset Valuations after COVID-19
Learn about the opportunities and issues created by the SECURE Act and the global COVID-19 pandemic. Thom discusses asset valuation planning in this new world.
Friday, September 18th @ 11 AM ET
Visit the National Business Institute website for more info.
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