We live in a highly litigious society. The more assets a person has, the more likely they are to be sued at some point. As financial professionals, it is important to understand the basic principles of asset protection in order to identify those needs for your clients. This course will help students identify asset protection needs and will familiarize them with the financial and legal tools that are used to protect someone's assets from law suits and to reduce the likelihood of getting sued in the first place. The course also includes two case studies from different states to demonstrate the practical application of asset protection planning and how the approach to planning differs depending on which state someone lives in and what assets they own.
schedule1 hours on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Apr 28, 2021
workspace_premiumCertificate of completion
calendar_todayUpdated At Aug 8, 2024