Provide the Best Possible
Asset Protection Planning to Your Clients
By NOT Committing Any of These
Top 10 Mistakes Attorneys Make!
Whether you’re an attorney, a CPA, a financial planner, a life insurance advisor or a trust officer, it is imperative that you recognize the common mistakes attorneys make while trying to protect their clients’ assets from creditors. There are certain mistakes that are so commonly made that they are made by nearly every attorney on nearly every single estate or asset protection plan.
If even one of the ten common mistakes was one that you are guilty of making, then this teleconference will change your practice for the better and help you plan for your clients at a much higher level. After this teleconference, you will have the tools to be able to attract, and more importantly, keep higher net-worth clients.
Join us and nationally renowned estate planning and asset protection planning attorney, Steve Oshins, Esq. for an insightful, easy-to-understand discussion entitled ”The Top 10 Asset Protection Mistakes Attorneys Make”.
During this 60-minute program, you will...
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Learn why you should almost never use a corporation
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Be able to spot mistakes attorneys make in drafting the dispositive provisions in trusts
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Discover how to use a different jurisdiction to better protect your clients’ assets in business entities and trusts
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Find out ways to modify your standard estate planning or asset protection structures to increase the asset protection
PROGRAM DETAILS:
Title: Top 10 Asset Protection Mistakes Attorneys Make
Duration: 60 minutes
Cost: $129 for Immediate Download / $179 for Printed Materials & CD
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
Purchase Includes: Handout Materials & Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$129
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$179 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. |