Asset Protection For Physicians

Asset Protection For Physicians

Conference

Asset Protection For Physicians

Schedule

Sea Crest Oceanfront Resort
Falmouth, Massachusetts

Faculty

Saturday, August 16, 2003

Registration Info

Registration Form

PDF of entire brochure
PDF of Registration Form

Executive Summary

Most physicians are in acute need of asset protection planning. The risks to a physician's assets from malpractice, negligence and other lawsuits is a clear and present danger to almost all physicians. Asset Protection For Physicians is designed to help a physician ensure that he and his family retain all that he has worked so hard to earn. Asset Protection For Physicians is taught by a veteran asset protection attorney who is a prolific author and frequent lecturer on asset protection, offshore trusts and related subjects. Each physician-attendee is provided with a detailed, text quality 300 page seminar manual which can be retained for reference. The most important specific asset protection techniques and strategies are explained, with an emphasis on the benefits and potential drawbacks of each technique. Detailed case studies are utilized. No physician can afford to miss this course.

Physicians Attending Asset Protection For Physicians Will Learn:

The law and procedure through which a physician's assets can be seized as a result of a lost lawsuit or other debt
How and why the laws of fraudulent conveyances affect all asset protection planning
Which types of assets are automatically shielded by law and how to take advantage of these laws
Numerous proven, asset protection techniques and strategies available under the law
The risks and benefits of each of the different types of joint ownership, including joint tenancy, tenancy in common, community property, and tenancy in the entirety
The benefits and limitations of the available business entities, including general partnerships, limited partnerships, family limited partnerships, corporations, professional corporations, limited liability companies (LLCs), and limited liability partnerships (LLPs)
The costs, benefits and potential drawbacks of domestic trusts and offshore asset protection trusts
The details of a typical asset protection plan suitable for a physician
Specifically how physicians can and have implemented advanced asset protection plans
Much, much more

Faculty:

Arnold S. Goldstein, Ph.D., is a veteran attorney with 33 years experience in asset protection, tax resolution and debt restructuring to individuals and businesses nationwide. Dr. Goldstein has written numerous books on asset protection, offshore trusts and related subjects. His tax, financial and legal strategies have been featured in more than 350 magazines, journals and newspapers. Dr. Goldstein gives nationwide workshops and lectures on the aforementioned topics and he has appeared on numerous radio and television talk shows, including CNBC and The Today Show.

Dr. Goldstein is a graduate of Northeastern University (B.S., 1961) and Suffolk University (MBA, 1966, and LL.M., 1975), and he received his law degree from the New England School of Law (J.D., 1964) and a doctorate from Northeastern University (Ph.D. in business and economic policy, 1990). He is a member of the Massachusetts Bar and has been admitted to practice before the Massachusetts State Courts, the Massachusetts District Court, the U.S. Court of Appeals, and the U.S. Supreme Court. He is also a member of various professional, academic and civic organizations. His academic career includes a former professorship (he is now professor emeritus) at Boston's Northeastern University and research scholar on offshore trusts at the London School of Economics. He also has taught law, finance and management at several other colleges and universities.

Registration Information: The $395 tuition includes a valuable seminar reference manual, continental breakfast and lunch with faculty, coffee breaks, and a dynamic learning experience.

Saturday, August 16, 2003

7:00-8:00	Registration & Continental Breakfast
8:00-8:30	The Need For Asset Protection: Physicians will learn why asset protection is so crucially important. Dr. Goldstein will explain the various lawsuit and other risks faced by physicians and how and why our legal system makes a lawsuit defendant a loser even when the defendant "wins" the case.
8:30-9:45	Asset Seizure and Fraudulent Conveyances: Physicians will learn the legal methods whereby the winner of a lawsuit or other creditors can seize and liquidate a physician's assets. Physicians will learn the crucial importance of fraudulent conveyance laws and how these laws affect virtually all asset protection decisions. Also included is a detailed explanation of the protection provided by and the limitations of bankruptcy law.
9:45-10:00	Break & Networking Opportunity
10:00-12:00	Asset Protection Strategies: Physicians will learn the crucial asset protection tools which experts use to create asset protection plans around their clients' wealth. Included is an explanation of the various state and federal laws which automatically protects certain types of assets. Also explained are the risks and benefits under the law of various forms of joint ownership (such as joint tenancy, tenancy in common, community property, and tenancy in the entirety), and an explanation of the benefits and limitations of various types of entities that can be used to shield a physician's assets. The benefits and potential drawbacks of gifting, various forms of insurance, and equity stripping is also discussed and explained.
12:00-1:00	Lunch With Faculty (Provided)
1:00-3:00	Additional Asset Protection Strategies: Physicians will learn additional asset protection strategies. Dr. Goldstein will explain the pitfalls of general partnerships and the potential benefits of limited partnerships, family limited partnerships, corporations, professional corporations, limited liability companies (LLCs), and limited liability partnerships (LLPs). Physicians will also learn the costs, benefits and potential drawbacks of domestic trusts and offshore asset protection trusts.
3:00-3:15	Break and Networking Opportunity
3:15-5:00	Case Studies: Dr. Goldstein will present numerous case studies which show advanced asset protection plans for physicians and medical practices. He will explain the advantages and disadvantages of different medical practice structures and detail a typical asset protection plan for a physician. He will also explain the importance of proper pre-bankruptcy planning and asset protection planning techniques that relate specifically to divorce. Dr. Goldstein will provide sample checklists, forms and asset protection plans.