The Asset Protection Course
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Course Disclosure and Presentation Slides
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Course Pre-Test
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Printable Course Handout
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Section 1: Introduction and the Importance of Protecting your Assets (11:52)
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Section 2: Quick Overview of our 5-Step-Plan to Protecting Your Assets (3:35)
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Section 3: What is Asset Protection & Risk Management, Liability & Risk Terms to Know (8:17)
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Section 4: Business Structures & Factors to Consider: General Partnerships, LLC, Piercing the Corporate Veil, Steps to Forming an LLC (19:45)
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Section 5: Limited Liability Partnerships, C-Corp Pros & Cons, Taxation (10:21)
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Section 6: Insurance, Types of Policies, Insurance Claims FYIs, When is Coverage Triggered, Terms & Conditions to Consider (13:12)
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Section 7: Medical Malpractice Coverage, Additional Malpractice Resources, GLC: Property Coverage, Workers Comp. Coverage (10:42)
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Section 8: Property Insurance Risk Coverage, Business Auto Coverage, Cybersecurity Coverage & Insurance, Identity Theft (9:31)
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Section 9: Trust & Asset Protection: Types of Trusts, Revocable Trust, Irrevocable Trust, (19:42)
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Section 10: Trust Distribution Points to Consider, Discretionary Trust, Fixed Trust, Conditional Trust, Spendthrift Provision, Foreign Asset Protection Trust (16:41)
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Section 11: Additional Asset Protection Considerations: Multiple Entity Structures, Series LLC, Trust & LLCs, Jointly Held Property (18:24)
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Section 12: Asset Transfers & Separate Accounts, Homestead Exemption, Prenuptial Agreements, Disclaiming Property, Insurance & Bankruptcy, Avoid Fraudulent Transfers (17:22)
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Section 13: Finding the Right Advisor: Attorneys, CPAs, & Insurance Agents, (13:23)
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Section 14: Asset Protection Strategy Implementation: Determine Your Risk, Understand Where You are At, Transfer Money and Assets Regularly (17:47)
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Section 15: Standard Irrevocable Trust Structure, Domestic Asset Protection Irrevocable Trust Structure, LLC Structures (12:30)
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Section 16: Assets That Aren't Trackable, If a Lawsuit Happens, Final Statement (13:17)
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Additional Resources: Risk & Asset Table, Step-by-Step Plan to Get Started, Asset Protection Structures
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Streaming Audio Lectures
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Course Post-Test
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Course Evaluation
