ROSELAND, N.J./November 11, 2007 -- Anthony F. Vitiello and Brad D. Shalit will lead a one-day seminar on Asset Protection in New Jersey at two locations in the state. This seminar will be held in Parsippany on January 25, 2008 and in East Brunswick on January 31, 2008, and will be offered through Lorman Education Services.
This helpful seminar will allow attendees to gain a strong working knowledge of most aspects of asset protection planning. Vitiello and Shalit will cover the basic rules underpinning asset protection planning and major categories of planning techniques. Attendees will also find out what they need to know about asset protection planning in the estate planning process. Among the other topics that will be covered are fraudulent transfers, protecting retirement benefits from creditors, bankruptcy, joint property/separate property/spousal ownership, limited partnerships and limited liability companies, trusts, inheritance, and ethics.
Vitiello and Shalit will also discuss the real meaning of asset protection and what its limits are; how clients should provide asset protection planning for their heirs in estate planning; the mechanics of offshore trusts; how to spot clients who can truly benefit from asset protection planning; and the fundamentals of pertinent federal and state laws that protect retirement benefits, life insurance, and annuities from claims of creditors.
The seminar is designed for attorneys, accountants, financial and estate planners, life insurance representatives, stockbrokers, and trust officers. Continuing education credits are available.