DESCRIPTION
Advanced Asset Protection Strategies, Part 2
Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy.
- Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles
- Navigate captive insurance company strategies for liability protection and tax planning benefits
- Address foreign trust reporting and tax compliance requirements affecting international asset protection planning
- Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies
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.