CLE Course: Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in your clients’ business and investment portfolios, and it should be capable of being examined in the sunlight without legal concerns.

And finally, it should be fully integrated so that all of your clients’ assets are within the structure, with no assets exposed. That program is called “The Integrated Structure,” and this Course is designed to go through the nuts and bolts of putting that type of Program in place to safeguard your business and investment clients – a process the instructor has routinely done as part of his business and securities practice for several decades.


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