January 23, 2023


2 Total CPE Credits


Webinar (CA): Asset Protection

  • Instructor

    Jacob Stein

Learning Objectives

• Identify specific planning and structuring techniques.

• Recall underlying substantive law and its practical application.

• Determine how and when to implement each structure and what type of asset and client.

• Recognize community and separate property assets and the use of business entities, trusts, equity strips, installment sales to insiders, etc.

Major Topics

• Planning aspects

• Legal theories

• Protecting assets

• Planning before and after lawsuits

• Using business entities, including domestic and foreign corporations, LLCs and LPs

• Planning for married couples and community property

• Picking correct entities and jurisdictions

• Domestic and foreign asset protection trusts

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate


Basic knowledge of business entities, income, estate and gift taxes.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys, financial planners, real estate investors and business owners.


California CPA Education Foundation

This event has ended.