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Event Details

June 12, 2013
LawReview CLE co-sponsoring MBA
Asset Protection & Tax Optimization

Location:

Time:
Location: Naples, FL

Time:
Registration - 3:00 PM - 6:15 PM


Presentation - 3:00 PM - 6:15 PM

Presenters: Jonathan E. Gopman, Akerman Senterfitt, LLP, Naples, FL / Herwin P. Simmons, II Akerman Senterfitt, LLP, Tampa, FL / Daniel D. Morris, CPA, Morris & D”Angelo, San Jose, CA

Credit: 3 CLE credit(s)

Available Via Live MBA Web Cast - CLICK HERE
AGENDA 
 
Advanced Planning with Asset Protection Trusts ("APTs") (60 minutes)
Definition of APT
Domestic Options
Foreign Options
Advantages and Disadvantages of Domestic and Foreign APTs
Design of Trust
U.S. Tax Considerations
Layering" of Exemptions
Review of Case Law with APTs

Break (15 minutes)

It's a Mad Mad Mad Small World: Tax Optimization Strategies in a Global Arena
(60 minutes)
U.S./International Tax Overview & Update
Corporate Restructuring
Captive Insurance
Private Placement Life Insurance Contracts
Private Placement Annuity Contracts

You Can Run but You Cannot Hide: The Continued Expansion of International Compliance & U.S. Regulations (60 minutes)
Tax Compliance
Tax Planning
FATCA


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