"Asset Protection in California: Pitfalls and Opportunities"
CLE Webinar
"Asset Protection in California: Pitfalls and Opportunities"
Presenter: Francis Burton Doyle, Esq., WealthPLAN
CLE: 1.5 (includes 1.5 legal ethics)
Course Description:
As practitioners, when we look at the wealth management and asset protection planning challenges of our clients, what are the issues we must consider? In this 90-minute webinar, we review the civil liability (conspiracy, aiding and abetting, fraud/fraudulent conveyance and malpractice), the criminal liability, entity protection, creditor's rights and other critical issues to consider in the asset protection planning process. Each participant will
- Learn about how to avoid criminal and civil liability due to fraudulent conveyances
- Learn about how to draft trusts to maximize asset protection
- Learn about how to use both limited partnerships and limited liability companies to protect your
client's assets
This CLE Legal Training Package includes the following:
1) A Video Recording (MP4-immediate download) of the Live Course Session
2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the
Live Course Session
3) A PDF/immediate download of the Comprehensive eStudy Guide materials and/or forms which also include the CLE Course Evaluation and CLE Certificate of Attendance
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Your CLE Instructor
Francis Burton Doyle, Esq., Founder of WealthPLAN
Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.
Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.
Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.