Current State of Asset Protection

Aired: Thursday, February 2, 2017

2.5 CFTA, 2.5 CISP, 2.5 CRSP

The 2017 Trust and Estate Planning Series will provide you and your staff with critical information on estate planning and trust administration topics. This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

Our clients continue to focus, with justification, on protection of their wealth from liabilities arising out of business dealings and litigation. This recording provides an update on developments and the most appropriate planning techniques to use for asset protection.

This recording focuses on:

  • Different types of protection
  • Joint tenancy and tenancy by the entireties
  • Third party gifts and trusts
  • State exemptions
  • Insurance
  • Retirement plans and IRAs
  • Fraudulent conveyances
  • Family limited partnerships and limited liability companies
  • Offshore and domestic asset protection trusts


  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP
  • Christine R.W. Quigley, Partner, Schiff Hardin LLP



 Continuing Education Credits

The Institute of Certified Bankers (ICB) has approved this program for 2.5 CTFA, 2.5 CISP and 2.5 CRSP continuing education credits for the live program and the recording.

Recordings are not eligible for CFP credits.

CPE logoRecordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Online Streaming Recording
Now Available

ABA Member • $265
Non-Member • $395


 Who Should Attend

  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs

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