Continuing Legal Education

TELESEMINAR: Asset Protection for Real Estate – A National Perspective

October 2, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours

Telephone

Real estate assets hold and grow immense value for clients and their families, whether in the form of commercial real estate, undeveloped land or distinctive family properties. But that real estate is also the easiest target of claimants whom, if successful, can rapidly diminish the value of assets. Planning to protect assets on a going forward basis and to preserve currently distressed real estate is an immense and complex challenge for attorneys. This program will provide you with a real-world guide to accessible asset protection strategies, including the sophisticated uses of forms of ownership, LLCs and trusts, techniques utilizing insurance products, bankruptcy issues, and choice of law principles. 

Highlights:

  • Practical asset protection techniques to protect real estate assets
  • Sophisticated planning with form of ownerships to shield assets
  • Domestic asset protection trusts and understanding situs rules
  • Key principles in choice of law in asset protection
  • Economic issues to consider on acquisition, holding and administration of real estate
  • Bankruptcy planning opportunities and limitations for distressed real estate projects
  • Uses of life insurance products protect real estate value

 

For more information about ISBA's Teleseminar programs, please visit: http://www.isba.org/cle/teleseminar

Program Speaker:
Jonathan E. Gopman,
Akerman Senterfitt LLP, Florida

 

 

Jonathan E. Gopman is the managing partner of the Naples, Florida office of Akerman Senterfitt LLP, where his practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.  He is co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities.”  He is also a commentator on asset protection planning matters for Leimberg Information Services, Inc., a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners. Mr. Gopman received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.

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