Continuing Legal Education

TELESEMINAR: Asset Protection in Estate Planning – A National Perspective

August 13, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours


Asset protection planning is the process of using financial instruments, forms of ownership, trusts and other entities to shield assets from creditors and other claimants. Though often thought of as the province of international trusts and offshore accounts, domestic asset protection planning gives estate planners a wide range of tools to help clients preserve assets against loss. Certain retirement accounts, insurance contracts, and annuities can be used to place substantial assets beyond the reach of claimants. Self-settled trusts, LLCs and other entities can be used to control, preserve and transfer assets. But these and other techniques come with certain tax and legal risks. This program will provide you with a real-world guide to domestic asset protection planning in context of estate planning, including the use of self-settled trusts and single-member LLCs, financial instruments, tax and legal risk and more.


  • Practical domestic asset protection planning in estate planning
  • Maximizing planning with exempt assets
  • Asset protection using retirement accounts
  • Use of insurance and annuity contacts to protect assets
  • Asset protection with self-settled trusts, single member LLCs, and other entities
  • Review of risks, including allegations of fraudulent conveyances and tax traps


For more information about ISBA's Teleseminar programs, please visit:


Program Speakers:
Jonathan E. Gopman
, Akerman Senterfitt, LLP, Florida
Cynthia Carlson, 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.

Cynthia Carlson is a partner in the Naples, Florida office of Akerman Senterfitt, LLP, where she has a national practice focuses on representing individuals and their families in estate planning, estate and trust administration, estate and gift tax planning, charitable planning and forming and advising nonprofit organizations. She has written and spoken extensively on asset protection planning and estate planning.  Ms. Carlson earned her B.A. from the University of New Orleans, her M.S. from The New School University, her J.D. from New York Law School, and her LL.M. from New York University School of Law.