COURSE DESCRIPTION
Planning for knowledge professionals ? physicians lawyers accountants and others ? brings special challenges. These professionals tend to concentrate wealth in qualified retirement plans but leave behind businesses or practices with little residual value. These professionals also tend to be the target of substantial challenges to their wealth in the form of contractual and tort claims creditor claims and spousal claims. This program will discuss the nature of working professionals? estates and threats to wealth depletion practical strategies for preserving wealth and creating income using financial products and trusts and the use of LLCs trusts and other wealth protection vehicles.