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Asset Protection Seminar News.

By John Dietz - Email Editor

Date : August 26, 2008

Dear Valued Reader,

Today, we are taking a break from our normal educational and informational newsletter to promote an important upcoming seminar for clients and advisors.

 

The Asset Protection Society Forum is for clients and advisors. Anyone with an interest in wealth preservation and wealth accumulation should attend this one-of-kind event.

The Asset Protection Society, APS™, serves to provide knowledge and growth in the field of Asset Protection in order that relevant, state-of-the-art information can be disseminated among clients and advisors.

The event includes an all-star line up of the best and brightest minds in taxation, insurance, estate planning, wealth preservation and Asset Protection.  The seminar includes many topics for planners and those who want to improve their business skills and knowledge in wealth accumulation and preservation.  We feel that regardless of your education level, you will benefit.

This knowledge-packed seminar includes the following scheduled topics:

• Domestic and International Asset Protection
• New Developments in 401(k) Planning
• Captives, Unique Captives and Physician Captives
• Income for Life Planning
• IRA/Pension Rescue
• Capital Split Dollar
• The New Comparability Plan
• Family Office Structure…and much more!

Some of the interesting highlights will benefit you by increasing your knowledge in the following ways.

• Learn the right way to protect a client's assets including the structure and use of  LLCs, FLPs, international LLCs, and Offshore Asset Protection Trusts (OPATs).
• The New Comparability Profit Sharing Plan Called Superflex--If you are a business owner looking to tax-defer the maximum amount of income for yourself and the least amount for the rank-and-file, then you must know about the Superflex program!
• Capital Split Dollar--Capital Split Dollar (CSD) is a "Safe Harbor" leveraged split dollar plan where the annual contributions are 100% deductible to the employer and only about 35% taxable to the employee, providing them substantial tax-free retirement and death benefits!
• Case Studies-- We will be taking the audience through real life case studies and showing all how to apply the techniques learned from the previous Asset Protection Forum. Strategies discussed in detail will include the use and structure of LLCs, FLPs, partnership freezes, IDGITs, CRUTs, CRATs, CICs, and premium financed life insurance!

This is two days filled with new information and access to known authorities that write about Wealth Preservation and Estate Planning.

The fees for the seminar are as follows.

• Asset Protection Society Member - $299
• Non-Member - $399
• Multiple Guest Fee - $150 per Guest
• APS State Representative Rate - $250

You can click here to view the brochure.

We encourage you to attend this seminar and feel that you will come away with new state-of-the-art information and gain knowledge and skill in the following ways.

• Practical Case Work
• New Insurance Tools for Wealth Building
• Super-charged knowledge of Asset Protection
• Gaining skills for developing personal wealth

Click here for the application to the Asset Protection Forum.

We would love to see our subscribers at the Asset Protection Forum and meet our many loyal readers at Trustmakers.  Some of our staff will be on hand at the Forum and we look forward to meeting you.

If you have any questions please contact clientservices@trustmakers.com. See you in Las Vegas!

Trustmakers Team
TrustMakers.com

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