Dear Clients, Colleagues, and Friends,
Our firm is pleased to announce that, along with a distinguished panel of asset protection professionals, I will be part of the faculty at the 40th Annual Notre Dame Tax & Estate Planning Institute on the Notre Dame campus in South Bend, Indiana on November 13-14, 2014.
The agenda concerns the civil and ethical considerations for domestic and overseas asset protection planning. The workshop, “Asset Protection Due Diligence: What Lawyers Must Do To Protect Themselves,” will review fraudulent transfer transactions and provide essential tips, including our Asset Protection Audit Checklist, to assist other practitioners who counsel clients on asset protection strategies. Continue reading