Earn One CE Credit -Fiduciary Review
Fiduciary Lunch and Learn Lunch and One CE Credit Provided at our office or yours! "Why Fiduciary/Trustee Review of Life Insurance Is a Necessity" Presented By: Mitch Laughton, CLU, ChFC, CLTC, AIF We know that your day to day focus is not on managing your fiduciary obligations, but you do have to keep up with the changing regulatory and fiduciary requirements. Find out what's new with the increasing fiduciary responsibilities in today's world. In this continuining education course you will learn:
- How to advise clients when they ask about asset protection options
- How clients can protect assets while retaining control
- How trusts and business entities can maximize asset protection
**Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
or call Michelle: 775-327-6003
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