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Building Asset Protection Into Estate Plans: Critical Tax Law Issues and Methods for Guarding Assets

Tax Planning, Preventing Fraudulent Transfers, Using LLCs and Partnerships, Issues in Estate Administration

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Tuesday, October 21, 2025

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, September 26, 2025

or call 1-800-926-7926
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This CLE course will provide estates and trusts attorneys an in-depth analysis of available methods of building asset protection into estate plans under current tax law. The panel will discuss pitfalls to avoid in accord with current tax rules, approaches to guard assets, fraudulent transfers, and using LLCs and limited partnerships. The panel will also discuss maximizing exempt assets, effectively using powers of appointment, and beneficiary asset protection considerations.

Description

The implementation of asset protection techniques for estate planners under current tax law could have significant repercussions if not carefully structured. Trusts and estates counsel must have a complete understanding of the potential tax ramifications and critical legal considerations regarding asset protection methods.

Typically, building asset protection into estate plans focuses on guarding clients and their estates against creditors; however, a variety of opportunities are available under the current tax regime. Trusts and estates counsel must recognize the applicability of essential tax rules in developing methods to guard assets and pitfalls to avoid in the use of trusts, LLCs, and partnerships. Also, identifying exempt assets, carefully crafting powers of appointment, and recognizing issues regarding asset protection for beneficiaries must be considered.

Listen as our panel discusses essential techniques for building asset protection into estate plans under current tax law, maximizing exempt assets, and other key considerations.

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Outline

  1. Tax rules impacting asset protection planning
  2. Methods for guarding assets
    1. Use of trusts and critical provisions
    2. Use of LLCs and partnerships
    3. Maximizing exempt assets
  3. Avoiding fraudulent transfers
  4. Key considerations for trusts and estates counsel

Benefits

The panel will review these and other key issues:

  • What tax law rules have a significant impact on building asset protection in estate plans?
  • What are the most effective techniques for guarding assets?
  • Which transactions are subject to the fraudulent transfer rules, and what are methods to avoid them?

Faculty

Kleinhandler, David
David Kleinhandler
CEO & Founder
Optifino

Mr. Kleinhandler is CEO & Founder at Optifino.

 |  Read More
Schmidt, Channing
Channing Schmidt, JD, CFP
Regional Vice President
Securian Financial

Mr. Schmidt is Regional Vice President at Securian Financial.

 |  Read More
Attend on October 21

Early Discount (through 09/26/25)

Cannot Attend October 21?

Early Discount (through 09/26/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

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