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Understanding Asset Protection Tools and Planning

Presented by Douglas Lodmell

(24,292 Ratings)

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Course Description

Length: 1h 9min    Published: 6/4/2020    
A thorough understanding of asset protection methods is a key component of estate and business planning. In this program, Douglass Lodmell presents the tools and information you need to educate your clients in this complex area of law and shares his unique insights on how to make AP a core component of your practice utilizing the Bridge Trust®. Topics covered include; Understanding Offshore Options: Offshore LLC’s, Foreign Asset Protection Trusts (FAPT), and when these are appropriate for your clients. Understanding the Domestic tools: Corporations, Limited Partnerships, LLC’s, Domestic Asset Protection Trust (DAPT), irrevocable trusts, and when these tools apply to your clients. Understanding unique and specific tools like the Bridge Trust® which combines the protection of an offshore structure with the simplicity of a domestic trust.
Learning Objectives
* Understand offshore options with asset protection
* Explore various domestic tools in asset protection
* Learn about the Bridge Trust and how it can be used to protect your clients' assets
Read the course transcript.

Speaker Q&A

for a Bridge Trust, who do you recommend for the Foreign Trustee?
- CheriH
We use both ORA Trust and Southpac Trust.
- Douglas Lodmell

Presented By:

Douglas Lodmell

Phoenix, AZ

(800) 231-7112

Featured Reviews

"The best presentation I've seen on LexVid so far."

   Charles C

"The BEST CLE course I have taken. I don't practice in this area of law, but this course was so enlightening. He made a difficult area of law approachable and understandable. He also made you want to know more. Excellent! Thank you."

   Rennie R

"I found speaker Douglas Lodmell outstanding. He opened up my concepts of Asset Protections & Trusts, with the Hybrid he created with the foundation created by his father. I really enjoyed the course and learned a lot. I want to thank you & him for making this course available. I learned a lot!"

   Charles W

"Very interesting topic - thank you!"

   Cory D