Conducting an Asset Protection Audit
Understand the considerations and questions to ask at all stages of the estate planning process
- Product Number: 2220219P01
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note -
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All of the faculty presentations from Conducting an Asset Protection Audit may be purchased individually. Expand the Agenda below to see all options.
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Product Description
Product Description
It is critical to know what assets our clients have at all stages of the estate planning process. At the beginning, are we talking about and designing the right plan (tax considerations, creditor protection, or MassHealth eligibility)? At the end of the engagement, how do we help our client align their assets to make the estate plans effective? After the engagement is over, how do we help our clients keep the plans alive and viable with the possible addition of new assets or changes in circumstances? -
Agenda
Agenda & Materials
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9:30 - 10:15 am
Why Do You Need an Asset Audit at the Beginning of the Engagement?
on demand video Add to Cart- Tax exposure; Creditor risk exposure; MassHealth eligibility
- Are any assets located outside of Massachusetts, and if so, what type of assets–real property, personal property, or other?
- Scope of engagement considerations
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10:15- 10:20 am
Break
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10:20 - 10:55 am
Asset Audit at the End of the Engagement (Asset Alignment)
on demand video Add to Cart- Titling assets (real v. personal property) or beneficiary designations
- Tax implications of asset alignment decisions
- MassHealth impact of asset alignment decisions
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10:55 - 11:20 am
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11:20 - 11:30 am
Key Takeaways and "Ask The Experts" Q&A Session
on demand video Add to Cart
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- Faculty