COURSE DESCRIPTION & LEARNING OBJECTIVES:

Join Choreo’s Senior Wealth Strategist, Clint Costa, CPA, LL.M., JD, for an insightful and demystifying presentation on asset protection planning.  Have you ever wondered why attorneys sometimes recommend that clients use multiple LLCs to hold their assets? Why some estate plans leave assets outright to heirs while others stress leaving those assets in trust at the same levels of wealth?  Learn the answers to these questions and how tax professionals like you can add value on this vital topic of interest to clients.

In this session, gain an understanding of the following:

• Civil litigation process including post-judgment collection procedures
• The underlying factual circumstances that could trigger a civil lawsuit against an individual or a business
• Basic to Advanced Liability protection and risk management techniques available to businesses & individuals
• Key factors which might raise a business’ or individual’s risk and liability profile
• Discussion points for client interactions relating to liability protection and risk management