Friday, 20 October 2023 00:00
Gary explains how to best choose and implement the use of LLCs in protective structuring in his seminar, "Structuring and Funding the LLC: Advanced Asset Protection Strategies" for the National Business Institute.
Structuring and Funding the LLC: Advanced Asset Protection Strategies
In this seminar, we explore advanced asset protection strategies, including the protective aspects of LLCs and how to best combine the LLC with domestic and offshore asset protection trusts. We cover legal cases, domestic vs. foreign options, and the keys to effectiveness. This seminar is ideal for financial and legal professionals.
Friday, October 20th @ 11 AM ET
Visit the National Business Institute website for more information.
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Monday, 25 September 2023 00:00
Gary explores partnership tax considerations for family structures, asset protection, jurisdiction choices, and trust strategies in his seminar, "Family Limited Partnerships in Estate Planning Program" for the National Business Institute.
Family Limited Partnerships in Estate Planning Program
In this seminar, we explore a wide range of topics raised by the family investment structure. Included in the discussion will be estate and gift tax strategies, distribution and basis issues and how to best protect partnership assets for generations. Attendees will gain insight into selecting the right jurisdiction and how to blend partnership and trust strategies (foreign and domestic). Discussion includes nuances like partnership tax classification and "S" status for family businesses.
Monday, September 25th @ 2 PM ET
Visit the National Business Institute website for more information.
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Domestic Asset Protection Trusts (DAPTs)
In this seminar, we discuss trusts designed to protect assets from creditors while allowing individuals to maintain some level of control over trust asset. We explain the various types of trusts, and the differences between them. We discuss the increasing popularity of DAPTs and provide an overview of the factors to consider when forming one. Lastly, we provide examples of notable cases related to DAPTs, and compare DAPTs with Foreign Asset Protection Trusts.
Friday, May 19th @ 2:45 PM ET
Visit the National Business Institute website for more information.
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Thursday, 27 October 2022 19:49
Eric discusses medical credentialing, one of the first steps residents must take to practice as independent or attending physicians in his seminar, "Medical Credentialing and Peer Review" Featured Healthcare Speaker at SkillAcquire Online Learning
Medical Credentialing and Peer Review
In this presentation, Eric discusses the fundamentals of medical credentialing and privileging, the process of assessing and validating qualifications, the competence of licensed practitioners, peer review processes, and the evaluation and disciplinary process of staff doctors. Attendees will gain insight into the credentialing and peer review process and pick up useful pointers and methods for navigating these procedures successfully.
Thursday, October 27th @ 1:00 PM ET
Visit SkillAcquire for website for more information.
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Thursday, 24 March 2022 16:26
Eric presents on increasing LLC protections from creditors, in his seminar, "LLC Asset Protection: Drafting and Litigation Safeguards" for the National Business Institute
LLC Asset Protection: Drafting and Litigation Safeguards
In this seminar, we provide a detailed review of LLC protections. Learn how to insulate assets and confront creditor attacks with careful drafting and precise application of the rules.
Thursday, March 24th @ 10 AM ET
Visit the National Business Institute website for more information.
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Wednesday, 10 March 2021 00:00
Gary and Eric present for the National Business Institute and discuss the single-member LLC structure, with an emphasis on asset protection, in their seminar, "Protecting Assets with Single-Member LLCs" via Live Webinar
Protecting Assets with Single-Member LLCs
Learn the pitfalls and protections of single-member LLCs. Topics include: Understanding veil piercing and related exposures. Updates on recent court rulings regarding single-member LLCs and understanding how the Tax Cuts and Jobs Act of 2017 affects these LLCs for tax purposes are also discussed.
Wednesday, March 10th @ 3 PM ET
Visit the National Business Institute website for more information.
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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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Monday, 15 June 2020 00:00
Teresa presents two of her newest seminars, "How to Deal with Creditors' Claims" and "How to Distribute Assets and Close the Estate" for the National Business Institute
How to Administer an Estate
National Business Institute - Program #85762
National Business Institute - Program #85762
Learn what needs to be done, when, and how to do it. From opening to discharge of the estate, help clients fulfill their duties, avoid the stresses of administration and wrap up decedents' affairs with confidence.
Thursday, June 15th
@ 11:30 AM ET -- How to Deal with Creditors' Claims
@ 3 PM ET -- How to Distribute Assets and Close the Estate
Get more info about this program from the National Business Institute.
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Monday, 25 November 2019 00:00
Eric presents two of his newest seminars "LLC Veil Piercing and Alter Ego Theory" and "Structuring and Funding the LLC: Advanced Asset Protection Strategies" for NBI's National Broadcast
NBI's National Broadcast
Learn about the factors courts consider in piercing the LLC veil and safeguards to prevent veil piercing. Also, discover best practices for structuring LLC provisions.
Learn about the factors courts consider in piercing the LLC veil and safeguards to prevent veil piercing. Also, discover best practices for structuring LLC provisions.
Please contact the National Business Institute for more info.
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