Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

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SKU: EPP059 Back to Course Listings
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Tennessee CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a TN distance learning CLE provider. To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits.

This CLE course will provide everything you need to know to design a program that is both easy-to-use and flexible enough to apply even as a portfolio grows. The programs must also be able to hold up under any legal scrutiny and be fully integrated so that assets are not left exposed.

This course will explain how to achieve the final product, called the Integrated Structure, which will protect your investment and business clients.

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