Asset Protection Training
High-Net-Worth Asset Protection
Know what to ask before you sit down with an attorney.
Asset protection training for owners with real money on the line, and the brief you take to your attorney.
Your protection was probably set up one piece at a time by different advisers. What's usually missing is knowing what to ask about each piece before a claim tests it.
High-Net-Worth Asset Protection walks through each layer the way creditors and courts look at it, from insurance and companies to the exemptions the law already gives you and trusts. The lessons cite their sources so your attorney can check them. You map your own exposure as you go and finish with a written brief for your attorney and insurance broker, so the first meeting is spent on your plan.
No date makes a transfer safe. Courts can undo a transfer made to dodge a creditor whether the claim came before it or after. Planning early, while you're solvent and nothing is pending, removes some of the warning signs courts weigh and leaves the rest. That's why the time to do this is while nothing is wrong.
What’s included
- Lessons on insurance, companies, exemptions and trusts
- The Exposure Map, a guided self-assessment that ranks the gaps to raise with your attorney and broker
- Your Advisor Brief, built from your answers and ready to print for your attorney and broker
- A Trust Scheme Red-Flag Screen, with the IRS's published warnings among its checks
- A question list for your insurance review and a checklist for keeping each company separate
Inside The Program
- The Law Every Plan Has To SurviveWhy intent beats timing, and the lines no structure can make legal.
- Your Exposure, MappedWho owns each asset on paper, and which risks sit next to it.
- InsuranceThe layer that pays claims and defense costs, and the fine print that decides it.
- CompaniesWhat an LLC shields, and how to keep each company truly separate.
- ExemptionsThe protection the law already gives your retirement savings and your home.
- TrustsWhat trusts don't protect, and why self-settled trusts are contested.
- Your PlanChoosing the right attorney, and walking in with your Advisor Brief.
- The Exposure MapIf something has already happened that could lead to a claim, the Map stops and points you to an attorney first.
What you walk away with
- Know which gaps in your setup to raise first with your attorney and broker
- Recognize a trust pitch the IRS has warned about before you sign anything
One-Time Purchase
Get High-Net-Worth Asset Protection For $497
Know what to ask before you sit down with an attorney.
High-Net-Worth Asset Protection
$497