Legitimate and Effective Asset Protection Planning, Hosted by TrustBank

Tuesday, October 25, 12:50pm - 2:30pm (EDT)

Time shown in-04:00 America, New York

Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:

• Avoiding Fraudulent or Voidable Transfers
• Using Tenancy by the Entireties Form of Ownership
• Protected Status of Qualified Retirement Plans, IRAs and Life Insurance
• Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts

____________________________________________________________________________________

Please click the link below to join the webinar:
https://tbaz.zoom.us/j/83668186006

Or One tap mobile :
US: +13092053325,,83668186006# or +13126266799,,83668186006#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 309 205 3325 or +1 312 626 6799 or +1 929 205 6099 or +1 301 715 8592 or +1 646 931 3860 or +1 346 248 7799 or +1 386 347 5053 or +1 564 217 2000 or +1 669 444 9171 or +1 669 900 6833 or +1 719 359 4580 or +1 253 215 8782
Webinar ID: 836 6818 6006
International numbers available: https://tbaz.zoom.us/u/kctv55H9Gx

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Add to Calendar 2022/10/25 09:50:00 2022/10/25 11:30:00 America/Phoenix Legitimate and Effective Asset Protection Planning, Hosted by TrustBank Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:

• Avoiding Fraudulent or Voidable Transfers
• Using Tenancy by the Entireties Form of Ownership
• Protected Status of Qualified Retirement Plans, IRAs and Life Insurance
• Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts

____________________________________________________________________________________

Please click the link below to join the webinar:
https://tbaz.zoom.us/j/83668186006

Or One tap mobile :
US: +13092053325,,83668186006# or +13126266799,,83668186006#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 309 205 3325 or +1 312 626 6799 or +1 929 205 6099 or +1 301 715 8592 or +1 646 931 3860 or +1 346 248 7799 or +1 386 347 5053 or +1 564 217 2000 or +1 669 444 9171 or +1 669 900 6833 or +1 719 359 4580 or +1 253 215 8782
Webinar ID: 836 6818 6006
International numbers available: https://tbaz.zoom.us/u/kctv55H9Gx

https://tbaz.zoom.us/j/83668186006 false MM/DD/YYYY 30 OPAQUE andZwRLfozaOAjQXgmBg80317

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https://tbaz.zoom.us/j/83668186006

TrustBank, stephanie.bawolek@tbaz.com

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