
Asset Protection Opportunities You May Not Know Abo
Thursday June 21
3:00 PM EDT - 4:30 PM EDT
Join Alan Gassman for this 90 minute discussion of a number of creditor protection
strategies that are not commonly used or understood by planners, as well
as tax planning opportunities and traps for the unwary. During his exclusive LISI webinar, Alan will cover the following topics:
---Multiple member entities and pledging strategies and pitfalls.
----Innovative homestead, annuity, life insurance, tenancy by the entities
and other creditor exempt asset planning.
----Federal Bankruptcy Code considerations
----Planning with tax disregarded but effective foreign LLC's
--- Charitable, organizations, foreign foundations, and hybrid trusts.
----Life insurance financing, bonding company pledges, friendly judgements
and other strategic debt strategies.
-----Practical uses of foreign trusts.
And much more.
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.
After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129 for this webinar.
Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times. You can contact Alan at agassman@gassmanpa.com for more information with respect to these programs.

Ed Morrow
April 25, 2018 3:00 PM EDT - 4:00 PM EDT ET
INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) – Not Just for State Income Tax Avoidance: How Tax Reform Makes “INGs” and “SLANTs” Even More Powerful
More Info
![]() |
![]() |
Ed Morrow and Marty Shenkman
April 26, 2018 3:00 PM EDT - 4:00 PM EDT ET
Non-Grantor Trusts (including INGs and SLANTs): Avoiding State Income Tax, Including New York City and State, and Avoiding "Source Income"
More Info

Frank Cordero
April 26, 2018 1:00 PM ET - 2:00 PM ET ET
Title Section 1202's Impact on the Important Choice of Entity Factors Advisors Need To Consider in a 21% Corporate Rate Environment
More Info

Cynthia D.M. Brown
April 27, 2018 3:00 PM EDT - 4:00 PM EDT
Discretionary Distribution Standards: Balancing Duty and Need
More Info

Jonathan Gopman
May 01, 2018 2:00 PM EDT -
Expatriation Planning & Citizenship by Investment
More Info

Bob Keebler
May 02, 2018 3:00 PM EDT -
Understanding Section 199A – Creating a Solid Foundation
More Info

Bob Keebler
May 03, 2018 3:00 PM EDT - 4:30 PM EDT
Class One: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Prelude with Bob Keebler
More Info

Steve Oshins
May 9, 2018 3:00 PM EDT - 4:30 PM EDT ET
Class Two: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::
Steve Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice
More Info

Paul Hood
May 11, 2018 3:00 PM EDT 4:00 PM EDT ET
Common Errors in Business Valuation Reports: What Advisors Need To Look For
More Info

Bob Keebler
May 11, 2018 1:00 PM ET 2:30 PM ET ET
Class Three: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
More Info

Martin Shenkman
May 16, 2018 ET
Class Four: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::
Martin Shenkman Wednesday May 16th - Advanced Income Tax Ideas, Decanting, Reformations, Fiduciary Income Tax Strategies that Work and Action Steps to Move Forward
More Info

Bob Keebler
May 16, 2018 1:00 PM EDT - ET
Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709
More Info

Cynthia D.M. Brown and Todd A. Flubacher
May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET
The Directed Trust Model
More Info
![]() |
![]() |
Steve Leimberg and Bob Keebler
May 25, 2018 3:00 PM EDT - 4:30 PM EDT ET
Class Five: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Steve Leimberg and Bob Keebler - Marketing Your Practice in a Brave New World
More Info

Cynthia D.M. Brown
June 8, 2018 3:00 PM EDT - 4:00 PM EDT ET
Expense Payments: What do you Need to Know Before You Pay?
More Info

Alan Gassman
June 21, 2018 3:00 PM EDT - 4:30 PM EDT ET
Asset Protection Opportunities You May Not Know Abo
More Info
