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DTSTART:20191113T013000Z
DTEND:20191113T040000Z
LOCATION:Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
UID:1721720191113T013000ZCutting Edge of Asset Protection
DTSTAMP:20260427T131147Z
DESCRIPTION:\nFrom the underlying substantive law to special aspects of making your client judgement-proof (i.e.,what works and what does not), this program will provide an overview on protecting your clients' asset from plaintiffs and creditors.\n \nWe will focus on the strategies and solutions used to protect common assets such as houses, bank and brokerage accounts, businesses, professional practices and retirement plans.  Jacob will share real-life stories and anecdotes and will present a very practical approach to protecting assets.\n \nNote:  This program qualifies for 1-hour of continuing education credit for Attorney, CPA, Professional Fiduciary and Trust Officers. This presentation is approved for 1-hour CE with the Certified Financial Planners Board of Standards (Program ID: 266722), and with the California Department of Insurance (Course Number: 383371).\n ------\n\nMeet Our Speaker:\n \n\n \n \n \nJacob Stein, Esq. is the managing partner of Aliant, LLP.  He is a private wealth attorney and one of the country's best-known asset protection lawyers.  Over the past 20 years Jacob has completed over 3,000 asset protection transactions and is the author of numerous articles and several books.  Jacob is also a frequent speaker, teaching over 50 legal seminars and webinars a year.\n \n \n ------\n\nDinner Meeting Sponsor\n \n[](http://jordanbennettonline.com/)\n
SUMMARY:Cutting Edge of Asset Protection - Orange County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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