
This program gives attorneys a clear, practical framework for modern asset protection planning. We will move beyond theory and examine the structures you should use to insulate clients from litigation and creditor claims, including LLCs, limited partnerships, charging-order jurisdictions, transmutations of assets, domestic asset protection trusts, offshore trusts, hybrid DAPT structures, and trigger-type trusts that convert from revocable to protective status. The session focuses on how these structures work, where they fail, and how to layer them to achieve predictable results. Attendees will leave with actionable strategies they can immediately apply in their own practices, including planning for real estate investors, professionals exposed to malpractice claims, business owners with personal guarantees, and high-net-worth clients seeking to reduce litigation risk.
Key takeaways include:
This OnDemand CLE program earns 1 hour of General credit in California. It aired January 29, 2026 and features Jacob Stein.
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