DESCRIPTION
Advanced Asset Protection Strategies, Part 1
Enter the sophisticated world of advanced asset protection where traditional wealth preservation meets cutting-edge legal structures designed to shield assets from creditor claims and litigation exposure. This comprehensive program provides essential guidance on domestic and international asset protection techniques that serve high-net-worth clients facing complex liability challenges. Master the foundational strategies that preserve family wealth while maintaining access and control.
- Understand domestic asset protection trust structures and their effectiveness against different types of creditor claims
- Navigate limited liability company and family limited partnership strategies for asset protection and estate planning
- Address homestead exemptions and retirement plan protection in comprehensive asset protection planning
- Design multi-entity structures that provide layered protection while maintaining operational flexibility
Speaker:
Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.