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Listen "Episode 35: IN FOCUS: “Selecting an Asset Protection Plan – Strategies and Pitfalls” "
Episode Synopsis
This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will discuss “Selecting an Asset Protection Plan – Strategies and Pitfalls” featuring: K. Eli Akhavan, Esq., LL.M., Partner, Grant, Herrmann, Schwartz & Klinger LLP. Today’s show will cover the complex landscape of choosing the optimal jurisdiction for asset protection. The webinar will cover the factors to consider such as legal protections, structuring opportunities, and tax implications. Real-world examples will be provided, showcasing how to evaluate jurisdictions effectively and to avoid legal and ethical pitfalls. The information will be particularly helpful for attorneys and accountants who represent clients in high-risk businesses.Stay connected:1) Questions? Comments? Reach out to [email protected]) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter 3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.
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