Trust and Estate Planning for MDs, JDs, CPAs & Other Professionals, Part 2

course

COURSE INFO

  • Available Until 12/23/2021
  • Next Class Time 11:00 AM MT
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 11112020
  • MCLE Credits 1 + hours


Course Price: $89.00

COURSE DESCRIPTION

Estate planning for professionals – physicians, lawyers, accounts and others – and executives raises challenging issues for the planner. These clients may have high incomes but their retirement assets are highly concentrated in restrictive retirement plans. Their tangible assets tend to be the target of claimants, such as former clients in fiduciary litigation, tort claimants, former spouse and others.  Planning for these clients involves preserving tangible assets from potential claimants and working with restrictive retirement plans or illiquid tangible assets. This program will provide you with a guide to issues and techniques when planning for professionals and executives. 

Day 1:

  • Estate planning and asset protection for professionals – physicians, lawyers, accountants, and executives
  • Key threats to wealth preservation – challenges to martial agreements, fiduciary claims, bankruptcy, and creditor claims
  • Planning for highly concentrated assets in qualified plans – 401(k)s, IRAs, defined contribution plans
  • Planning with deferred compensation, Section 409A and non-eligible retirement assets

 

Day 2:

  • Spendthrift trusts, LLCs and other wealth protection vehicles for professionals and executives
  • Risks of fraudulent transfers in trust planning
  • Insurance and annuity products to shield assets and produce income over time
  • Planning with trusts to provide for family and the education of children
  • Bankruptcy issues and planning

 

Speakers:

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.