Asset protection requires more than relying on a single legal instrument or creditor exemption. Attorneys must consider how different planning techniques interact to protect client wealth and understand the limitations of each. This program explores eight complementary layers of protection, covering risk management and insurance, entity formation, state and federal creditor safeguards, ownership arrangements, and domestic and offshore asset protection trusts.

Using practical examples, the discussion examines how attorneys can assess potential liabilities, identify gaps in an existing plan, distinguish between inside and outside liability, and determine which strategies best fit a client’s circumstances. The program also addresses ethical obligations and fraudulent transfer restrictions, emphasizing the importance of implementing asset protection measures before claims or creditor issues arise.