Video Webcast Licensed by the State Board of Private Career Education. Continuing Education CLE, CPE and ICB Credit is Available. See Details Inside! nbi-sems.com • 800-931-3140 Domestic Asset Protection Trusts January 9, 2015 10:00 AM - 5:00 PM ET Faculty Edward D. Brown, CPA, JD — Engel & Reiman PC John R. Garland, JD — Engel & Reiman PC Video Webcast
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sset
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tage
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Ail
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iona
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ines
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teA
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ision
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nc.
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Ne:
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Continuing EducationCLE, CPE and ICB Credit is Available. See Details Inside!
nbi-sems.com • 800-931-3140
Domestic Asset Protection Trusts
January 9, 2015 10:00 AM - 5:00 PM ET
FacultyEdward D. Brown, CPA, JD — Engel & Reiman PCJohn R. Garland, JD — Engel & Reiman PC
Video Webcast
January 910:00 am - 5:00 pm ET
CANCELLATIONVisit us on the web or call one of our customer service representatives prior to the live program to learn more about your cancellation options.
THE NBI GUARANTEEYour satisfaction is our guarantee! If you aren’t satisfied with a course or training resource, call or write us and we’ll make it right. For shippable product orders, please return the product within 60 days of the product receipt and we are happy to refund the product price minus shipping costs.
TuiTion$339 for the first registrant $329 for each additional registrant
Registration Details
How to RegisterPHONE800-931-3140 (8:00 am - 6:30 pm Eastern Time)
ONLINEwww.nbi-sems.com (product ID: 68138)
MAILuse registration form on back of brochure
eDWARD D. BRoWN is a principal in the Denver, Colorado-based law firm of Engel & Reiman PC, founded in 1984. Over the past twenty five years, Mr. Brown has developed extensive experience and expertise in the areas of business transactions and planning, taxation, and estate planning. He earned his B.A. degree, cum laude, from West Virginia University; his J.D. degree from the University of Denver; and his LL.M. degree from the University of Denver. Mr. Brown is also a Certified Public Accountant. He is admitted to practice law in Colorado and is a member of the American Bar Association, the Colorado Bar Association, the Denver Bar Association, and the American Association of Attorney-Certified Public Accountants. Mr. Brown speaks frequently to professional organizations on a wide range of legal subjects, including integrated estate planning, asset protection, and related subject matters. He has authored numerous articles on a variety of legal topics that have appeared in local and national publications, such as the Journal of Taxation, Trusts and Estates, CPA Journal, Journal of International Taxation, The Tax Adviser, Asset Protection Journal, and The Colorado Lawyer. In addition to being a contributing author of the third edition of CCH’s Asset Protection Planning Guide, Mr. Brown has also served as a contributing author to Asset Protection Strategies, published by the American Bar Association and The Colorado Estate Planning Handbook (Orange Book Handbook), published by the Colorado Bar Association.
JohN R. GARlAND is a principal in the Denver law firm of Engel & Reiman PC. Mr. Garland specializes in estate planning, asset protection planning, and taxation; and frequently speaks to professionals practicing in these areas. He has authored or co-authored a number of articles on related legal topics for various publications, including Trusts & Trustees, Probate & Property, Estate Planning, Asset Protection Journal, and Offshore Investment. He is a contributing author to the first, second, and third editions of CCH Incorporated’s Asset Protection Planning Guide and is a contributing author to Family Matters, the First Western Trust Guide to Estate Planning. Mr. Garland earned his B.A. degree, in economics, cum laude, from the University of Notre Dame; his J.D. degree from the Georgetown University Law Center; and his LL.M. degree, in taxation, from the University of Denver. He is admitted to practice before the Colorado state courts, the U.S. District Court (Colorado), and the U.S. Tax Court; and is a member of the Denver and Colorado bar associations.
Our Distinguished Faculty
Program OutlineStrategic Use, Drafting Requirements, Tax Compliance and More
In the past decade, domestic asset protection trusts (DAPTs) have emerged as a popular means of asset protection among prudent planners. Make DAPTs a part of your practice by taking this comprehensive legal program, where experienced faculty will teach you about the themes, essential drafting requirements and situations in which to best utilize DAPTs. You will also learn how to select the perfect DAPT jurisdiction, guarantee tax compliance, avoid fraudulent transfers, address issues associated with DAPTs and so much more. Register today!
• DiscoverhowtoeffectivelydraftyourownDAPTsbylookingatessentialrequirements.
• Learnkeyfactorsfordeterminingwhatsituations-andinwhatjurisdictions-DAPTsaremostadvantageous.
• KnowhowDAPTsworkinyourstatebyexploringimportantstate-to-statevariations.
• AvoidtaxnoncompliancebyexaminingessentialtaxconsiderationsforDAPTs.
• ReviewproblemsassociatedwithDAPTssoyoucananticipateandaddressthemaccordingly.
• Understandhowtoplanforandcompetentlymanageissuesassociatedwithforeignassetprotectiontrusts.
This beneficial legal program on domestic asset protection trusts is for attorneys. Financial planners, trust administrators, accountants and paralegals may also benefit.
Register Today! Call 800-931-3140 or visit us at nbi-sems.com.
Why should you attend?
should attend? Who
For detailed continuing education credit information, please contact us at 800-931-3140 or visit us at www.nbi-sems.com.Credit Available
All times are shown in Eastern timePresented by Edward D. Brown and John R. Garland
i. overview - What is integrated estate Planning and Asset Protection Planning?
10:00 - 10:25 A. Definition of Asset Protection Planning B. Why Asset Protection Planning? C. Goals of Asset Protection Planning
ii. Self-Settled Spendthrift Trusts in General
10:25 - 10:50 A. Non-DAPT States B. Spendthrift Clause C. Restatement of Trusts
iii. General Themes and Drafting Requirements
10:50 - 11:15 A. Settlor Cannot be Trustee B. Retention of Powers by Settlor C. Appointment of Protector D. Distributions to Settlor E. Typical DAPT requirements F. Statute of Limitations G. “Quirks” in DAPT Laws H. Exception Creditors 1. Creditors Who Still Have Access
to Trust Assets 2. Examples of Exception Creditors I. Other Uses for DAPTs
iV. examples of When to Use a DAPT 11:30 - 11:55 A. Premarital Planning B. Professional Liability C. Concerns Over Traditional Forms
of Asset Protection D. Additional Examples
V. Factors to Determine Best DAPT Jurisdiction
11:55 - 12:20 A. Exception Creditors B. Statute of Limitations C. Retention of Powers by Settlor D. Trustee Residence Requirements E. Location of Assets F. State Income Tax Considerations
Vi. Comparison of DAPT States: AK, De, hi, MS, Mo, NV, Nh, oh, oK, Ri, SD, TN, UT, VA, Wy
12:20 - 12:45
Vii. Tax Compliance 1:15 - 1:40 A. Income Tax B. Gift Tax C. Estate Tax
Viii. Combining DAPTs with limited Partnerships and limited liability Companies
1:40 - 2:05 A. Separating Control from Ownership B. Not All States are Created Equal
ix. Fraudulent Transfers 2:05 - 2:30 A. Shielding Assets from Existing Creditors B. Shielding Assets from Future
Potential Creditors C. Solvency D. Non-Asset Protection Goals
x. ethical, Civil and Criminal issues for the Planner
2:30 - 3:30 A. Aiding and Abetting
a Fraudulent Transfer B. Fraud vs. Fraudulent Transfer
xi. Problems with DAPTs 3:45 - 4:10 A. Conflicts of Laws and Choice of Law B. Full Faith and Credit Clause C. Supremacy Clause 1. Diversity Jurisdiction 2. Federal Bankruptcy laws
xii. offshore Asset Protection Trusts 4:10 - 4:35 A. Reasons to Use a Foreign Jurisdiction 1. Burden of Proof 2. Standard of Proof 3. Statute of Limitations 4. Costs and Fees 5. Foreign Court B. Structure of Foreign Integrated
Estate Planning Trust C. Misconceptions About Foreign
Integrated Estate Planning Trusts
xiii. Case history/Study 4:35 - 5:00
AK VCLE - 5.0 and MECLE - 1.0
AL CLE - 6.0 incl. 1.0 ethics
AR CLE - 6.0 incl. 1.0 ethics
AZ CLE - 6.0 incl. 1.0 professional responsibility
CA CLE - 6.0 incl. 1.0 ethics
CO CLE - 7.0 (Incl. 1.2 ethics)
DE CLE - 6.0 incl. 1.0 ethics
FL CLE - 7.0 incl. 1.0 ethics (pending)
GA CLE - 6.0 incl. 1.0 ethics
HI VCLE - 5.0 and MCPE - 1.0
IA CLE - 6.0 incl. 1.0 ethics
ID CLE - 6.0 incl. 1.0 ethics (pending)
IL CLE - 6.0 incl. 1.0 ethics
IN CLE - 6.0 incl. 1.0 ethics
KS CLE - 5.0 incl. 1.0 ethics (pending)
KY CLE - 6.0 incl. 1.0 ethics (pending)
LA CLE - 6.0 incl. 1.0 ethics (pending)
ME CLE - 6.0 incl. 1.0 ethics
MN CLE - 6.0 incl. 1.0 ethics
MO CLE - 7.2 incl. 1.2 ethics
MP CLE - 6.0 incl. 1.0 ethics
MS CLE - 6.0 incl. 1.0 ethics
MT CLE - 6.0 incl. 1.0 ethics
NC CLE - 6.0 incl. 1.0 ethics
ND CLE - 6.0 incl. 1.0 ethics (pending)
NE CLE - 6.0 incl. 1.0 professional responsibility
NH CLE - 6.0 incl. 1.0 ethics
NJ CLE - 7.2 incl. 1.2 ethics
NM CLE - 6.0 incl. 1.0 ethics
NV CLE - 6.0 incl. 1.0 ethics
NY CLE - 7.0 incl. 1.0 ethics
OH CLE - 6.0 incl. 1.0 professional conduct (pending)
OK CLE - 7.0 incl. 1.0 ethics
OR CLE - 6.5 incl. 1.0 ethics (pending)
PA CLE - 6.0 incl. 1.0 ethics
RI CLE - 7.0 incl. 1.0 ethics
SC CLE - 6.0 incl. 1.0 ethics
TN CLE - 6.0 incl. 1.0 ethics
TX CLE - 6.0 incl. 1.0 ethics
UT CLE - 6.0 incl. 1.0 ethics
VA CLE - 6.0 (ethics pending)
VI CLE - 7.2 incl. 1.2 ethics
VT CLE - 6.0 incl. 1.0 ethics
WA CLE - 6.0 incl. 1.0 ethics
WI CLE - 7.0 (ethics pending)
WV CLE - 7.2 incl. 1.2 ethics
WY CLE - 6.0 incl. 1.0 ethics
Financial Planners - 7.0 (pending)
AZ CPE for Accountants - 7.0
FL CPE for Accountants - 7.0 (pending)
NY CPE for Accountants - 7.0
WA CPE for Accountants - 7.0
WI CPE for Accountants - 7.0
ICB - 6.75
* If needed, the above agenda may be changed to best accommodate all of our attendees.
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Additional Learning Opportunities
PRe-oRDeR the Video DVD & Course Book of this event for the same price of $339. Available 2 weeks after the event date.
DVDs & BooKS
A Video Webcast is a continuing education course you attend sitting at your computer, where you can see and hear faculty as they present each topic. Accompanying course materials are available as a downloadable, searchable PDF in your “My Account” on the NBI website. Each webcast includes a Q&A session at the end so faculty can answer your specific questions.
WhAT is a video webcast?
ASSeT PRoTeCTioN AND eSTATe PlANNiNG FoR eNTRePReNeURS & PRoFeSSioNAlS© June 2014 (Product ID: 66318FP) Entrepreneurs are a unique class of clients that are more exposed to liability and financial risk and require additional planning for their business and individual assets. This focused legal course offers the tools you’ll need to strengthen creditor protection, optimize tax reporting, and plan ahead for retirement and business succession. Order today! By: Scott M. Nelson, Susan L. Anderson and Steven B. Wagner. DVD&Manual-$229Manual-$99(206pages)•Duration-6hr0min
ReVoCABle liViNG TRUSTS FRoM START To FiNiSh© May 2014 (Product ID: 66669FP) In this engaging overview, our expert estate planning attorney faculty will analyze the most popular and the most effective revocable living trust structures. Discover when a revocable living trust is a better alternative than a simple will, which trust to choose and what provisions must and should be included to give it the desired power. Order today! By: Scott M. Nelson, Susan L. Anderson and Paul M. Schmidt. DVD&Manual-$229Manual-$99(213pages)•Duration-6hr0min
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MoRe UPCoMiNG eVeNTS
Dec. 30 Drafting LLC Operating Agreements (68131)
Dec. 31 Civil Trial Case Presentation: From Start to Finish (68163)
Dec. 31 Legal Ethics: Top 10 Challenges (68094)
Jan. 7 Social Security Disability: Advanced Issues and Solutions (68137)
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Dec. 8 Substance Abuse and Other Addictions in the Legal Profession (68098)
Dec. 22 Professionalism: Attorney’s Obligations to the Client, the Court, and Other Parties (68084)
Dec. 29 The New Federal Rules of Civil Procedure: Are You Ready for Big Changes? (68033)
Dec. 31 Elimination of Bias in Legal Practice (68095)
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deo
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& C
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9.
Pl
ease
add
$7.
95 fo
r shi
ppin
g ($
14 to
AK,
HI o
r PR)
. Sh
ipm
ents
to C
A, C
O, M
N, N
C, N
E, N
V, R
I, SD
, TX,
WA
and
WI m
ust a
lso in
clud
e sa
les t
ax. P
leas
e pr
ovid
e st
reet
add
ress
. Al
low
2 w
eeks
follo
win
g pr
ogra
m
date
for d
eliv
ery.
$339
- fir
st re
gist
rant
$329
- ea
ch a
dt’l
regi
stra
ntH
ards
hip
tuiti
on a
ssist
ance
is
avai
labl
e in
IL, N
J and
NY.
To
app
ly, p
leas
e cal
l (80
0) 9
31-3
140.
Vide
o W
ebca
st +
Cou
rse
Book
Janu
ary
910
:00
am -
5:00
pm
ET
(681
38)
6813
8D
omes
tic A
sset
Pro
tect
ion
Trus
ts
Non
-Pro
fit O
rg.
U.S
. Pos
tage
PAID
NBI
, Inc
.M
Ail
To
: Nat
iona
l Bus
ines
s in
stitu
teA
Div
ision
of N
BI, I
nc.
Pho
Ne:
800
-931
-314
0P.O
. Box
306
7 FA
x: 7
15-8
35-1
405
Eau
Clai
re, W
I 547
02
oN
liN
e: w
ww
.nbi
-sem
s.com
Nee
d to
regi
ster
qui
ckly
? U
se th
e pr
oduc
t cod
e be
low
to c
ompl
ete
your
Ex
pres
s Ev
ent R
egis
trat
ion
onlin
e or
via
the
phon
e.
Prod
uct I
D: 6
8138
Can’
t A
tten
d?
You
can
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the
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ok o
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gram
. See
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fferin
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om*W
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__St
ate_
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___Z
ip __
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Phon
e (
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__ )
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xpre
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___
____
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____
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____
____
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____
____
____
___
Exp.
Dat
e __
____
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Sign
atur
e _
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Pl
ease
bill
me.
(If y
our o
rgan
izat
ion
requ
ires a
P.O
. ple
ase
prov
ide
it.)
Continuing EducationCLE, CPE and ICB Credit is Available. See Details Inside!
nbi-sems.com • 800-931-3140
Domestic Asset Protection Trusts
January 9, 2015 10:00 AM - 5:00 PM ET
FacultyEdward D. Brown, CPA, JD — Engel & Reiman PCJohn R. Garland, JD — Engel & Reiman PC
Video Webcast
January 910:00 am - 5:00 pm ET
CANCELLATIONVisit us on the web or call one of our customer service representatives prior to the live program to learn more about your cancellation options.
THE NBI GUARANTEEYour satisfaction is our guarantee! If you aren’t satisfied with a course or training resource, call or write us and we’ll make it right. For shippable product orders, please return the product within 60 days of the product receipt and we are happy to refund the product price minus shipping costs.
TuiTion$339 for the first registrant $329 for each additional registrant
Registration Details
How to RegisterPHONE800-931-3140 (8:00 am - 6:30 pm Eastern Time)
ONLINEwww.nbi-sems.com (product ID: 68138)
MAILuse registration form on back of brochure
eDWARD D. BRoWN is a principal in the Denver, Colorado-based law firm of Engel & Reiman PC, founded in 1984. Over the past twenty five years, Mr. Brown has developed extensive experience and expertise in the areas of business transactions and planning, taxation, and estate planning. He earned his B.A. degree, cum laude, from West Virginia University; his J.D. degree from the University of Denver; and his LL.M. degree from the University of Denver. Mr. Brown is also a Certified Public Accountant. He is admitted to practice law in Colorado and is a member of the American Bar Association, the Colorado Bar Association, the Denver Bar Association, and the American Association of Attorney-Certified Public Accountants. Mr. Brown speaks frequently to professional organizations on a wide range of legal subjects, including integrated estate planning, asset protection, and related subject matters. He has authored numerous articles on a variety of legal topics that have appeared in local and national publications, such as the Journal of Taxation, Trusts and Estates, CPA Journal, Journal of International Taxation, The Tax Adviser, Asset Protection Journal, and The Colorado Lawyer. In addition to being a contributing author of the third edition of CCH’s Asset Protection Planning Guide, Mr. Brown has also served as a contributing author to Asset Protection Strategies, published by the American Bar Association and The Colorado Estate Planning Handbook (Orange Book Handbook), published by the Colorado Bar Association.
JohN R. GARlAND is a principal in the Denver law firm of Engel & Reiman PC. Mr. Garland specializes in estate planning, asset protection planning, and taxation; and frequently speaks to professionals practicing in these areas. He has authored or co-authored a number of articles on related legal topics for various publications, including Trusts & Trustees, Probate & Property, Estate Planning, Asset Protection Journal, and Offshore Investment. He is a contributing author to the first, second, and third editions of CCH Incorporated’s Asset Protection Planning Guide and is a contributing author to Family Matters, the First Western Trust Guide to Estate Planning. Mr. Garland earned his B.A. degree, in economics, cum laude, from the University of Notre Dame; his J.D. degree from the Georgetown University Law Center; and his LL.M. degree, in taxation, from the University of Denver. He is admitted to practice before the Colorado state courts, the U.S. District Court (Colorado), and the U.S. Tax Court; and is a member of the Denver and Colorado bar associations.
Our Distinguished Faculty
Program OutlineStrategic Use, Drafting Requirements, Tax Compliance and More
In the past decade, domestic asset protection trusts (DAPTs) have emerged as a popular means of asset protection among prudent planners. Make DAPTs a part of your practice by taking this comprehensive legal program, where experienced faculty will teach you about the themes, essential drafting requirements and situations in which to best utilize DAPTs. You will also learn how to select the perfect DAPT jurisdiction, guarantee tax compliance, avoid fraudulent transfers, address issues associated with DAPTs and so much more. Register today!
• DiscoverhowtoeffectivelydraftyourownDAPTsbylookingatessentialrequirements.
• Learnkeyfactorsfordeterminingwhatsituations-andinwhatjurisdictions-DAPTsaremostadvantageous.
• KnowhowDAPTsworkinyourstatebyexploringimportantstate-to-statevariations.
• AvoidtaxnoncompliancebyexaminingessentialtaxconsiderationsforDAPTs.
• ReviewproblemsassociatedwithDAPTssoyoucananticipateandaddressthemaccordingly.
• Understandhowtoplanforandcompetentlymanageissuesassociatedwithforeignassetprotectiontrusts.
This beneficial legal program on domestic asset protection trusts is for attorneys. Financial planners, trust administrators, accountants and paralegals may also benefit.
Register Today! Call 800-931-3140 or visit us at nbi-sems.com.
Why should you attend?
should attend? Who
For detailed continuing education credit information, please contact us at 800-931-3140 or visit us at www.nbi-sems.com.Credit Available
All times are shown in Eastern timePresented by Edward D. Brown and John R. Garland
i. overview - What is integrated estate Planning and Asset Protection Planning?
10:00 - 10:25 A. Definition of Asset Protection Planning B. Why Asset Protection Planning? C. Goals of Asset Protection Planning
ii. Self-Settled Spendthrift Trusts in General
10:25 - 10:50 A. Non-DAPT States B. Spendthrift Clause C. Restatement of Trusts
iii. General Themes and Drafting Requirements
10:50 - 11:15 A. Settlor Cannot be Trustee B. Retention of Powers by Settlor C. Appointment of Protector D. Distributions to Settlor E. Typical DAPT requirements F. Statute of Limitations G. “Quirks” in DAPT Laws H. Exception Creditors 1. Creditors Who Still Have Access
to Trust Assets 2. Examples of Exception Creditors I. Other Uses for DAPTs
iV. examples of When to Use a DAPT 11:30 - 11:55 A. Premarital Planning B. Professional Liability C. Concerns Over Traditional Forms
of Asset Protection D. Additional Examples
V. Factors to Determine Best DAPT Jurisdiction
11:55 - 12:20 A. Exception Creditors B. Statute of Limitations C. Retention of Powers by Settlor D. Trustee Residence Requirements E. Location of Assets F. State Income Tax Considerations
Vi. Comparison of DAPT States: AK, De, hi, MS, Mo, NV, Nh, oh, oK, Ri, SD, TN, UT, VA, Wy
12:20 - 12:45
Vii. Tax Compliance 1:15 - 1:40 A. Income Tax B. Gift Tax C. Estate Tax
Viii. Combining DAPTs with limited Partnerships and limited liability Companies
1:40 - 2:05 A. Separating Control from Ownership B. Not All States are Created Equal
ix. Fraudulent Transfers 2:05 - 2:30 A. Shielding Assets from Existing Creditors B. Shielding Assets from Future
Potential Creditors C. Solvency D. Non-Asset Protection Goals
x. ethical, Civil and Criminal issues for the Planner
2:30 - 3:30 A. Aiding and Abetting
a Fraudulent Transfer B. Fraud vs. Fraudulent Transfer
xi. Problems with DAPTs 3:45 - 4:10 A. Conflicts of Laws and Choice of Law B. Full Faith and Credit Clause C. Supremacy Clause 1. Diversity Jurisdiction 2. Federal Bankruptcy laws
xii. offshore Asset Protection Trusts 4:10 - 4:35 A. Reasons to Use a Foreign Jurisdiction 1. Burden of Proof 2. Standard of Proof 3. Statute of Limitations 4. Costs and Fees 5. Foreign Court B. Structure of Foreign Integrated
Estate Planning Trust C. Misconceptions About Foreign
Integrated Estate Planning Trusts
xiii. Case history/Study 4:35 - 5:00
AK VCLE - 5.0 and MECLE - 1.0
AL CLE - 6.0 incl. 1.0 ethics
AR CLE - 6.0 incl. 1.0 ethics
AZ CLE - 6.0 incl. 1.0 professional responsibility
CA CLE - 6.0 incl. 1.0 ethics
CO CLE - 7.0 (Incl. 1.2 ethics)
DE CLE - 6.0 incl. 1.0 ethics
FL CLE - 7.0 incl. 1.0 ethics (pending)
GA CLE - 6.0 incl. 1.0 ethics
HI VCLE - 5.0 and MCPE - 1.0
IA CLE - 6.0 incl. 1.0 ethics
ID CLE - 6.0 incl. 1.0 ethics (pending)
IL CLE - 6.0 incl. 1.0 ethics
IN CLE - 6.0 incl. 1.0 ethics
KS CLE - 5.0 incl. 1.0 ethics (pending)
KY CLE - 6.0 incl. 1.0 ethics (pending)
LA CLE - 6.0 incl. 1.0 ethics (pending)
ME CLE - 6.0 incl. 1.0 ethics
MN CLE - 6.0 incl. 1.0 ethics
MO CLE - 7.2 incl. 1.2 ethics
MP CLE - 6.0 incl. 1.0 ethics
MS CLE - 6.0 incl. 1.0 ethics
MT CLE - 6.0 incl. 1.0 ethics
NC CLE - 6.0 incl. 1.0 ethics
ND CLE - 6.0 incl. 1.0 ethics (pending)
NE CLE - 6.0 incl. 1.0 professional responsibility
NH CLE - 6.0 incl. 1.0 ethics
NJ CLE - 7.2 incl. 1.2 ethics
NM CLE - 6.0 incl. 1.0 ethics
NV CLE - 6.0 incl. 1.0 ethics
NY CLE - 7.0 incl. 1.0 ethics
OH CLE - 6.0 incl. 1.0 professional conduct (pending)
OK CLE - 7.0 incl. 1.0 ethics
OR CLE - 6.5 incl. 1.0 ethics (pending)
PA CLE - 6.0 incl. 1.0 ethics
RI CLE - 7.0 incl. 1.0 ethics
SC CLE - 6.0 incl. 1.0 ethics
TN CLE - 6.0 incl. 1.0 ethics
TX CLE - 6.0 incl. 1.0 ethics
UT CLE - 6.0 incl. 1.0 ethics
VA CLE - 6.0 (ethics pending)
VI CLE - 7.2 incl. 1.2 ethics
VT CLE - 6.0 incl. 1.0 ethics
WA CLE - 6.0 incl. 1.0 ethics
WI CLE - 7.0 (ethics pending)
WV CLE - 7.2 incl. 1.2 ethics
WY CLE - 6.0 incl. 1.0 ethics
Financial Planners - 7.0 (pending)
AZ CPE for Accountants - 7.0
FL CPE for Accountants - 7.0 (pending)
NY CPE for Accountants - 7.0
WA CPE for Accountants - 7.0
WI CPE for Accountants - 7.0
ICB - 6.75
* If needed, the above agenda may be changed to best accommodate all of our attendees.
CAN’T ATTeND this event?
Additional Learning Opportunities
PRe-oRDeR the Video DVD & Course Book of this event for the same price of $339. Available 2 weeks after the event date.
DVDs & BooKS
A Video Webcast is a continuing education course you attend sitting at your computer, where you can see and hear faculty as they present each topic. Accompanying course materials are available as a downloadable, searchable PDF in your “My Account” on the NBI website. Each webcast includes a Q&A session at the end so faculty can answer your specific questions.
WhAT is a video webcast?
ASSeT PRoTeCTioN AND eSTATe PlANNiNG FoR eNTRePReNeURS & PRoFeSSioNAlS© June 2014 (Product ID: 66318FP) Entrepreneurs are a unique class of clients that are more exposed to liability and financial risk and require additional planning for their business and individual assets. This focused legal course offers the tools you’ll need to strengthen creditor protection, optimize tax reporting, and plan ahead for retirement and business succession. Order today! By: Scott M. Nelson, Susan L. Anderson and Steven B. Wagner. DVD&Manual-$229Manual-$99(206pages)•Duration-6hr0min
ReVoCABle liViNG TRUSTS FRoM START To FiNiSh© May 2014 (Product ID: 66669FP) In this engaging overview, our expert estate planning attorney faculty will analyze the most popular and the most effective revocable living trust structures. Discover when a revocable living trust is a better alternative than a simple will, which trust to choose and what provisions must and should be included to give it the desired power. Order today! By: Scott M. Nelson, Susan L. Anderson and Paul M. Schmidt. DVD&Manual-$229Manual-$99(213pages)•Duration-6hr0min
ToP elDeR CARe STRATeGieS© April 2014 (Product ID: 65838FP) With the baby boomers making the transition from middle-aged to senior, the need for legal practitioners familiar with elder care issues is at a premium. In order to help your clients plan for their future needs, you need a firm foundation in the issues that will impact the aging generation. Don’t miss your opportunity to get up to speed - order today! By: Kyla Kelim. DVD&Manual-$229Manual-$99(92pages)•Duration-5hr58min
MoRe UPCoMiNG eVeNTS
Dec. 30 Drafting LLC Operating Agreements (68131)
Dec. 31 Civil Trial Case Presentation: From Start to Finish (68163)
Dec. 31 Legal Ethics: Top 10 Challenges (68094)
Jan. 7 Social Security Disability: Advanced Issues and Solutions (68137)
6 Hour Events with Video
1-2 Hour Events with Telephone Audio
Dec. 8 Substance Abuse and Other Addictions in the Legal Profession (68098)
Dec. 22 Professionalism: Attorney’s Obligations to the Client, the Court, and Other Parties (68084)
Dec. 29 The New Federal Rules of Civil Procedure: Are You Ready for Big Changes? (68033)
Dec. 31 Elimination of Bias in Legal Practice (68095)
To Order visit nbi-sems.com or call 800-931-3140
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$339 - first registrant$329 - each adt’l registrantHardship tuition assistance is available in IL, NJ and NY. To apply, please call (800) 931-3140.
Video Webcast + Course BookJanuary 910:00 am - 5:00 pm ET (68138)
68138Domestic Asset Protection Trusts
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nbi-sems.com • 800-931-3140
Dom
estic Asset
Protection Trusts
January 9, 2015 10:00 A
M - 5:00 PM
ET
FacultyEdw
ard D. Brow
n, CPA, JD
— Engel & Reim
an PCJohn R. G
arland, JD —
Engel & Reiman PC
Video Webcast
January 910:00 am
- 5:00 pm ET
CAN
CELLATION
Visit us on the web or call one of our custom
er service representatives prior to the live program
to learn more
about your cancellation options.
THE N
BI GU
ARA
NTEE
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a course or training resource, call or write us and w
e’ll make
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ithin 60 days of the product receipt and we are
happy to refund the product price minus shipping costs.
TuiTio
n$339 for the first registrant $329 for each additional registrant
Registration Details
How
to RegisterPH
ON
E800-931-3140 (8:00 am
- 6:30 pm Eastern Tim
e)
ON
LINE
ww
w.nbi-sem
s.com
(product ID: 68138)
MA
ILuse registration form
on back of brochure
eDW
ARD
D. BRo
WN
is a principal in the Denver, Colorado-based law
firm of Engel
& Reiman PC, founded in 1984. O
ver the past twenty five years, M
r. Brown has developed
extensive experience and expertise in the areas of business transactions and planning, taxation, and estate planning. H
e earned his B.A. degree, cum laude, from
West Virginia U
niversity; his J.D
. degree from the U
niversity of Denver; and his LL.M
. degree from the U
niversity of Denver.
Mr. Brow
n is also a Certified Public Accountant. He is adm
itted to practice law in Colorado
and is a mem
ber of the American Bar Association, the Colorado Bar Association, the D
enver Bar Association, and the Am
erican Association of Attorney-Certified Public Accountants. Mr. Brow
n speaks frequently to professional organizations on a w
ide range of legal subjects, including integrated estate planning, asset protection, and related subject m
atters. He has authored
numerous articles on a variety of legal topics that have appeared in local and national publications,
such as the Journal of Taxation, Trusts and Estates, CPA Journal, Journal of International Taxation, The Tax Adviser, Asset Protection Journal, and The Colorado Law
yer. In addition to being a contributing author of the third edition of CCH
’s Asset Protection Planning Guide, M
r. Brown has also served
as a contributing author to Asset Protection Strategies, published by the American Bar Association
and The Colorado Estate Planning Handbook (O
range Book Handbook), published by the
Colorado Bar Association.
Joh
N R. G
ARlA
ND
is a principal in the Denver law
firm of Engel & Reim
an PC. Mr. G
arland specializes in estate planning, asset protection planning, and taxation; and frequently speaks to professionals practicing in these areas. H
e has authored or co-authored a number of articles
on related legal topics for various publications, including Trusts & Trustees, Probate & Property, Estate Planning, Asset Protection Journal, and O
ffshore Investment. H
e is a contributing author to the first, second, and third editions of CCH
Incorporated’s Asset Protection Planning Guide
and is a contributing author to Family M
atters, the First Western Trust G
uide to Estate Planning. M
r. Garland earned his B.A. degree, in econom
ics, cum laude, from
the University of N
otre Dam
e; his J.D
. degree from the G
eorgetown U
niversity Law Center; and his LL.M
. degree, in taxation, from
the University of D
enver. He is adm
itted to practice before the Colorado state courts, the U
.S. District Court (Colorado), and the U
.S. Tax Court; and is a mem
ber of the Denver
and Colorado bar associations.
Our D
istinguished Faculty
Key Code: CS
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